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
$416M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.49M
3
+$1.3M
4
CF icon
CF Industries
CF
+$1.01M
5
AAPL icon
Apple
AAPL
+$780K

Top Sells

1
+$2.19M
2
+$1.84M
3
+$1.67M
4
AES icon
AES
AES
+$1.13M
5
CRH icon
CRH
CRH
+$879K

Sector Composition

1 Technology 21.25%
2 Financials 11.53%
3 Healthcare 7.92%
4 Consumer Staples 6.2%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$333K 0.08%
3,664
-548
177
$332K 0.08%
3,880
-147
178
$322K 0.08%
2,928
179
$314K 0.08%
1,810
-936
180
$313K 0.08%
1,856
+94
181
$307K 0.07%
7,306
+572
182
$302K 0.07%
+2,148
183
$302K 0.07%
+2,215
184
$296K 0.07%
+1,347
185
$292K 0.07%
1,093
+49
186
$280K 0.07%
596
-40
187
$275K 0.07%
+1,806
188
$273K 0.07%
2,662
-34
189
$263K 0.06%
1,148
+115
190
$260K 0.06%
471
191
$260K 0.06%
2,456
-21,757
192
$259K 0.06%
665
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193
$257K 0.06%
633
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194
$248K 0.06%
1,225
-46
195
$247K 0.06%
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196
$246K 0.06%
1,641
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197
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+994
198
$234K 0.06%
4,147
+4,047
199
$233K 0.06%
1,013
-311
200
$232K 0.06%
+748
6 7
8
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