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
$382M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.56M
3
+$2.44M
4
NSC icon
Norfolk Southern
NSC
+$2.35M
5
MSFT icon
Microsoft
MSFT
+$2.31M

Top Sells

1
+$903K
2
+$826K
3
+$467K
4
VZ icon
Verizon
VZ
+$399K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$383K

Sector Composition

1 Technology 19.04%
2 Financials 11.92%
3 Healthcare 9.45%
4 Consumer Staples 6.84%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$214K 0.06%
+2,007
202
$212K 0.06%
+6,200
203
$203K 0.05%
+410
204
$201K 0.05%
7,951
-2,246
205
$200K 0.05%
+3,507
206
$192K 0.05%
+4,251
207
$175K 0.05%
+1,510
208
$174K 0.05%
+1,935
209
$139K 0.04%
+738
210
$126K 0.03%
+3,477
211
$124K 0.03%
+818
212
$122K 0.03%
+1,000
213
$117K 0.03%
+2,055
214
$114K 0.03%
+1,947
215
$101K 0.03%
+1,283
216
$53.8K 0.01%
+845
217
$52.8K 0.01%
+2,454
218
$52.1K 0.01%
+637
219
$49.2K 0.01%
+179
220
$40.4K 0.01%
1,612
-9,328
221
$37.4K 0.01%
+372
222
$6.89K ﹤0.01%
+133
223
$5.42K ﹤0.01%
+15
224
$5.27K ﹤0.01%
+100
225
$1.63K ﹤0.01%
+14
6 7 8
9
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