3IP

3Chopt Investment Partners Portfolio holdings

AUM $440M
1-Year Est. Return 25.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$2.02M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1.01M
5
EXPD icon
Expeditors International
EXPD
+$970K

Top Sells

1
+$2.01M
2
+$1.87M
3
+$1.4M
4
POST icon
Post Holdings
POST
+$950K
5
KHC icon
Kraft Heinz
KHC
+$793K

Sector Composition

1 Technology 14.43%
2 Financials 14.26%
3 Healthcare 13.92%
4 Consumer Staples 8.42%
5 Industrials 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-3,681
202
– –
-64
203
– –
-1,994
204
– –
-1,701
205
– –
-1,728
206
– –
-55
207
– –
-203
208
– –
-1,448
209
– –
-1,194
210
– –
-717
211
– –
-134
212
– –
-235
213
– –
-2,026
214
– –
-1,000
215
– –
-700
216
– –
-84
217
– –
-100
218
– –
-3,092
219
– –
-40
220
– –
-2,000
221
– –
-516
222
– –
-598
223
– –
-300
224
– –
-3,614
225
– –
-1,500
7 8
9
10 11