3IP
3Chopt Investment Partners Portfolio holdings
AUM
$416M
1-Year Return
23.01%
This Quarter Return
+4.14%
1 Year Return
+23.01%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$188M
AUM Growth
+$4.66M
(+2.5%)
Cap. Flow
+$2.86M
Cap. Flow
% of AUM
1.53%
Top 10 Holdings %
Top 10 Hldgs %
31.85%
Holding
271
New
5
Increased
89
Reduced
30
Closed
130
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.14M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$2.02M |
| 3 |
Steel Dynamics
STLD
|
$1.13M |
| 4 |
Apple
AAPL
|
$1.01M |
| 5 |
Expeditors International
EXPD
|
$970K |
Top Sells
Sector Composition
| 1 | Technology | 14.43% |
| 2 | Financials | 14.26% |
| 3 | Healthcare | 13.92% |
| 4 | Consumer Staples | 8.42% |
| 5 | Industrials | 5.32% |
