3IP
3Chopt Investment Partners Portfolio holdings
AUM
$416M
This Quarter Return
+12.1%
1 Year Return
+23.01%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$416M
AUM Growth
+$416M
(+8.9%)
Cap. Flow
-$921K
Cap. Flow
% of AUM
-0.22%
Top 10 Holdings %
Top 10 Hldgs %
39.45%
Holding
251
New
23
Increased
95
Reduced
98
Closed
25
Top Buys
| 1 |
iShares Global Equity Factor ETF
GLOF
|
$1.86M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.61M |
| 3 |
JPMorgan US Momentum Factor ETF
JMOM
|
$1.42M |
| 4 |
CF Industries
CF
|
$1.09M |
| 5 |
O'Reilly Automotive
ORLY
|
$971K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$2.31M |
| 2 |
Pultegroup
PHM
|
$2.3M |
| 3 |
JPMorgan Global Select Equity ETF
JGLO
|
$1.79M |
| 4 |
AES
AES
|
$1.13M |
| 5 |
Meta Platforms (Facebook)
META
|
$983K |
Sector Composition
| 1 | Technology | 21.25% |
| 2 | Financials | 11.53% |
| 3 | Healthcare | 7.92% |
| 4 | Consumer Staples | 6.2% |
| 5 | Consumer Discretionary | 6.02% |
