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
$183M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$8.41M
3 +$5.23M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$5.2M
5
AAPL icon
Apple
AAPL
+$4.93M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.55%
2 Healthcare 14.94%
3 Technology 11.02%
4 Consumer Staples 8.49%
5 Energy 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$41.5K 0.02%
+457
202
$41.4K 0.02%
+821
203
$40.7K 0.02%
+283
204
$39.9K 0.02%
+235
205
$39.3K 0.02%
+2,000
206
$39.1K 0.02%
+2,000
207
$38.6K 0.02%
+282
208
$38.5K 0.02%
+75
209
$37.1K 0.02%
+1,056
210
$36.6K 0.02%
+2,000
211
$36.6K 0.02%
+203
212
$36.2K 0.02%
+150
213
$36K 0.02%
+2,000
214
$35.8K 0.02%
+1,245
215
$35.4K 0.02%
+381
216
$35.3K 0.02%
+147
217
$33.6K 0.02%
+205
218
$33.1K 0.02%
+1,200
219
$32.6K 0.02%
+100
220
$32.5K 0.02%
+387
221
$31.7K 0.02%
+327
222
$29.2K 0.02%
+2,825
223
$29.1K 0.02%
+91
224
$28.8K 0.02%
+84
225
$27.6K 0.02%
+480