BIP

Bouvel Investment Partners Portfolio holdings

AUM $347M
1-Year Est. Return 35.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$6.96M
3
+$5.53M
4
APH icon
Amphenol
APH
+$4.36M
5
DDOG icon
Datadog
DDOG
+$4.05M

Top Sells

1
+$4.5M
2
+$3.86M
3
+$3.84M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.49M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$2.54M

Sector Composition

1 Technology 36.85%
2 Industrials 14.93%
3 Healthcare 7.81%
4 Communication Services 4.01%
5 Financials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BOND icon
1
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.53B
$22.1M 6.38%
237,842
+85,742
EVTR icon
2
Eaton Vance Total Return Bond ETF
EVTR
$4.86B
$13.7M 3.96%
266,424
+24,997
AVGO icon
3
Broadcom
AVGO
$1.51T
$12.5M 3.59%
36,010
+835
CGDV icon
4
Capital Group Dividend Value ETF
CGDV
$30.6B
$12.2M 3.53%
280,688
+19,387
NVDA icon
5
NVIDIA
NVDA
$4.44T
$11.8M 3.41%
63,378
+456
AMZN icon
6
Amazon
AMZN
$2.32T
$9.71M 2.8%
42,061
+699
MSFT icon
7
Microsoft
MSFT
$3.03T
$9.59M 2.76%
19,826
+320
JEPI icon
8
JPMorgan Equity Premium Income ETF
JEPI
$44.3B
$8.33M 2.4%
145,588
+9,907
ISRG icon
9
Intuitive Surgical
ISRG
$178B
$8.21M 2.37%
14,505
+251
GE icon
10
GE Aerospace
GE
$356B
$7.65M 2.2%
24,823
+381
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$3.66T
$7.57M 2.18%
24,181
+407
LLY icon
12
Eli Lilly
LLY
$898B
$7.33M 2.11%
6,818
+90
IBM icon
13
IBM
IBM
$234B
$6.88M 1.98%
+23,239
INTU icon
14
Intuit
INTU
$122B
$6.47M 1.87%
9,775
+169
SHY icon
15
iShares 1-3 Year Treasury Bond ETF
SHY
$24.8B
$6.44M 1.86%
77,804
+3,860
CGMS icon
16
Capital Group US Multi-Sector Income ETF
CGMS
$4.41B
$6.41M 1.85%
231,976
+20,104
KKR icon
17
KKR & Co
KKR
$83.6B
$6.36M 1.83%
49,876
+786
META icon
18
Meta Platforms (Facebook)
META
$1.69T
$6.34M 1.83%
9,608
+170
INTC icon
19
Intel
INTC
$229B
$6.32M 1.82%
171,248
+2,854
IWY icon
20
iShares Russell Top 200 Growth ETF
IWY
$15.6B
$6.24M 1.8%
22,540
-252
MRVL icon
21
Marvell Technology
MRVL
$68.2B
$6.16M 1.78%
72,543
+942
BA icon
22
Boeing
BA
$178B
$5.84M 1.68%
+26,892
PANW icon
23
Palo Alto Networks
PANW
$130B
$5.74M 1.65%
31,146
+516
SNOW icon
24
Snowflake
SNOW
$57.6B
$5.58M 1.61%
25,453
+433
RTX icon
25
RTX Corp
RTX
$281B
$5.3M 1.53%
28,920
+324
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