3IP

3Chopt Investment Partners Portfolio holdings

AUM $446M
1-Year Est. Return 24.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$416M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.49M
3
+$1.3M
4
CF icon
CF Industries
CF
+$1.01M
5
AAPL icon
Apple
AAPL
+$780K

Top Sells

1
+$2.19M
2
+$1.84M
3
+$1.67M
4
AES icon
AES
AES
+$1.13M
5
CRH icon
CRH
CRH
+$879K

Sector Composition

1 Technology 21.25%
2 Financials 11.53%
3 Healthcare 7.92%
4 Consumer Staples 6.2%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$226K 0.05%
2,106
+4
202
$223K 0.05%
411
+1
203
$223K 0.05%
393
+5
204
$221K 0.05%
+2,371
205
$219K 0.05%
+4,961
206
$219K 0.05%
7,568
-1,276
207
$214K 0.05%
3,340
+1,285
208
$214K 0.05%
+1,023
209
$209K 0.05%
879
-138
210
$208K 0.05%
+1,941
211
$208K 0.05%
+582
212
$204K 0.05%
3,584
+77
213
$202K 0.05%
8,340
+389
214
$184K 0.04%
1,435
-75
215
$138K 0.03%
711
-27
216
$135K 0.03%
1,000
217
$132K 0.03%
1,877
+1,032
218
$114K 0.03%
1,835
-112
219
$76.5K 0.02%
485
-333
220
$65.6K 0.02%
+369
221
$55.2K 0.01%
181
+2
222
$49.6K 0.01%
580
-703
223
$18.1K ﹤0.01%
333
+200
224
$7.07K ﹤0.01%
+17
225
$1.53K ﹤0.01%
+14
7 8
9
10 11