3IP

3Chopt Investment Partners Portfolio holdings

AUM $416M
1-Year Est. Return 23.01%
This Quarter Est. Return
1 Year Est. Return
+23.01%
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
1
$14.5M 7.75%
38,670
+5,692
2
$10.7M 5.7%
56,465
+10,652
3
$7.27M 3.88%
44,110
+6,147
4
$5.12M 2.73%
16,595
-350
5
$3.92M 2.09%
77,380
-27,620
6
$3.81M 2.03%
56,069
-1,232
7
$3.76M 2.01%
135,470
+9,600
8
$3.67M 1.96%
34,280
+27
9
$3.51M 1.87%
33,730
+1,842
10
$3.44M 1.83%
65,718
+491
11
$3.37M 1.79%
9,443
-178
12
$3.19M 1.7%
20,062
+1,454
13
$3.15M 1.68%
56,403
-2,268
14
$2.73M 1.45%
36,680
-1,807
15
$2.65M 1.41%
17,834
+1,611
16
$2.56M 1.37%
20,175
+700
17
$2.54M 1.35%
9,925
-168
18
$2.51M 1.34%
5,307
+237
19
$2.51M 1.34%
8,696
+2,258
20
$2.45M 1.3%
17,014
-901
21
$2.35M 1.25%
21,414
+1,147
22
$2.34M 1.25%
13,108
23
$2.29M 1.22%
56,135
+9,366
24
$2.26M 1.2%
59,627
+2,020
25
$2.23M 1.19%
44,226
+5,194
1
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