3IP

3Chopt Investment Partners Portfolio holdings

AUM $437M
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$809K
3
+$596K
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$470K
5
LRCX icon
Lam Research
LRCX
+$344K

Top Sells

1
+$4.75M
2
+$1.7M
3
+$975K
4
NVR icon
NVR
NVR
+$859K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$727K

Sector Composition

1 Technology 23.05%
2 Financials 11.07%
3 Healthcare 7.36%
4 Communication Services 6.18%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$308K 0.07%
+9,385
177
$306K 0.07%
2,334
-257
178
$306K 0.07%
1,337
-10
179
$305K 0.07%
1,379
-273
180
$298K 0.07%
3,797
-83
181
$294K 0.07%
1,054
-39
182
$294K 0.07%
3,681
+17
183
$286K 0.07%
994
184
$283K 0.06%
471
185
$275K 0.06%
+2,751
186
$275K 0.06%
1,732
+91
187
$273K 0.06%
1,268
+43
188
$272K 0.06%
1,146
-2
189
$271K 0.06%
1,744
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190
$259K 0.06%
1,324
-892
191
$258K 0.06%
1,047
-742
192
$256K 0.06%
10,032
+1,692
193
$253K 0.06%
+1,561
194
$250K 0.06%
4,235
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195
$249K 0.06%
+709
196
$247K 0.06%
1,919
-250
197
$242K 0.06%
1,315
+115
198
$240K 0.05%
8,503
+935
199
$238K 0.05%
748
200
$236K 0.05%
4,975
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6 7
8
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