3IP

3Chopt Investment Partners Portfolio holdings

AUM $440M
1-Year Est. Return 25.17%
This Quarter Est. Return
1 Year Est. Return
+25.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$382M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.56M
3
+$2.44M
4
NSC icon
Norfolk Southern
NSC
+$2.35M
5
MSFT icon
Microsoft
MSFT
+$2.31M

Top Sells

1
+$903K
2
+$826K
3
+$467K
4
VZ icon
Verizon
VZ
+$399K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$383K

Sector Composition

1 Technology 19.04%
2 Financials 11.92%
3 Healthcare 9.45%
4 Consumer Staples 6.84%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$291K 0.08%
+9,220
177
$288K 0.08%
+2,306
178
$285K 0.07%
+1,244
179
$281K 0.07%
+2,696
180
$276K 0.07%
+1,044
181
$273K 0.07%
+2,483
182
$271K 0.07%
+1,017
183
$270K 0.07%
+5,101
184
$264K 0.07%
+1,271
185
$261K 0.07%
+6,734
186
$259K 0.07%
+409
187
$253K 0.07%
+1,033
188
$251K 0.07%
+920
189
$250K 0.07%
+8,844
190
$249K 0.07%
+1,762
191
$244K 0.06%
+3,309
192
$237K 0.06%
+3,502
193
$235K 0.06%
+777
194
$235K 0.06%
+2,102
195
$232K 0.06%
+2,968
196
$231K 0.06%
+1,552
197
$229K 0.06%
+388
198
$221K 0.06%
+471
199
$218K 0.06%
+708
200
$216K 0.06%
+2,934
6 7
8
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