3IP

3Chopt Investment Partners Portfolio holdings

AUM $446M
1-Year Est. Return 24.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$328M
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.57M
3 +$1.35M
4
NSC icon
Norfolk Southern
NSC
+$1.33M
5
MA icon
Mastercard
MA
+$1.32M

Top Sells

1 +$1.03M
2 +$685K
3 +$447K
4
BBIN icon
JPMorgan BetaBuilders International Equity ETF
BBIN
+$326K
5
CMCSA icon
Comcast
CMCSA
+$321K

Sector Composition

1 Technology 20.27%
2 Financials 9.62%
3 Healthcare 9.56%
4 Consumer Discretionary 6.48%
5 Communication Services 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$219K 0.07%
+97,378
177
$212K 0.06%
+90,909
178
$205K 0.06%
+468
179
$203K 0.06%
+2,319
180
$203K 0.06%
+898
181
$113K 0.03%
74,590
+1,023