3IP

3Chopt Investment Partners Portfolio holdings

AUM $437M
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$809K
3
+$596K
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$470K
5
LRCX icon
Lam Research
LRCX
+$344K

Top Sells

1
+$4.75M
2
+$1.7M
3
+$975K
4
NVR icon
NVR
NVR
+$859K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$727K

Sector Composition

1 Technology 23.05%
2 Financials 11.07%
3 Healthcare 7.36%
4 Communication Services 6.18%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$236K 0.05%
2,404
+33
202
$227K 0.05%
+53
203
$227K 0.05%
+654
204
$226K 0.05%
958
-55
205
$221K 0.05%
3,325
-15
206
$217K 0.05%
+4,310
207
$216K 0.05%
2,084
-22
208
$214K 0.05%
573
-9
209
$213K 0.05%
2,206
-456
210
$207K 0.05%
3,618
+34
211
$205K 0.05%
1,023
212
$202K 0.05%
2,155
+7
213
$202K 0.05%
+9,600
214
$201K 0.05%
+931
215
$198K 0.05%
1,436
+1
216
$189K 0.04%
+2,508
217
$161K 0.04%
793
+82
218
$158K 0.04%
+2,102
219
$146K 0.03%
1,000
220
$139K 0.03%
1,877
221
$114K 0.03%
1,745
-90
222
$85.8K 0.02%
485
223
$69.2K 0.02%
369
224
$59.6K 0.01%
181
225
$54.1K 0.01%
+813
6 7 8
9
10