3IP
3Chopt Investment Partners Portfolio holdings
AUM
$416M
This Quarter Return
+10.96%
1 Year Return
+23.01%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$183M
AUM Growth
–
Cap. Flow
+$183M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.29%
Holding
266
New
266
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$11.6M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$8.41M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$5.23M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$5.2M |
| 5 |
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% |
