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3IP
3Chopt Investment Partners Portfolio holdings
AUM
$532M
1-Year Est. Return
35.46%
This Fund
S&P 500
This Quarter
Est. Return
+10.96%
1 Year Est. Return
+35.46%
3 Year Est. Return
+116.49%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$183M
AUM Growth
–
Cap. Flow
+$181M
Cap. Flow
% of AUM
98.81%
Top 10 Holdings %
Top 10 Hldgs %
29.29%
Holding
266
New
266
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$11.7M |
| 2 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$8.49M |
| 3 |
Apple
AAPL
|
+$5.43M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$5.13M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$5.03M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.55% |
| 2 | Healthcare | 14.94% |
| 3 | Technology | 11.02% |
| 4 | Consumer Staples | 8.49% |
| 5 | Energy | 5.98% |
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3Chopt Investment Partners's Q4 2022 Portfolio in Review
Q4 2022 is the first quarter with a 13F filing on record for 3Chopt Investment Partners, which disclosed 266 positions worth $183M. Its ten largest holdings account for 29% of the portfolio.
Its largest position is Vanguard S&P 500 ETF: 32,978 shares worth $11.6M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, followed by Healthcare and Technology.
- 3Chopt Investment Partners's largest Q4 2022 buy was Vanguard S&P 500 ETF: 32,978 shares worth $11.6M.
- 3Chopt Investment Partners's ten largest holdings make up 29% of its $183M portfolio in Q4 2022.
- 3Chopt Investment Partners disclosed 266 positions in Q4 2022, its first 13F filing on record.
Based on 3Chopt Investment Partners's 13F filing for Q4 2022, filed 24 May 2023.