BIP

Bouvel Investment Partners Portfolio holdings

AUM $327M
1-Year Est. Return 38.99%
This Quarter Est. Return
1 Year Est. Return
+38.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$5.64M
3
+$4.77M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.02M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$2.54M

Top Sells

1
+$7.36M
2
+$3.73M
3
+$2.62M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$1.96M
5
ADBE icon
Adobe
ADBE
+$1.84M

Sector Composition

1 Technology 36.7%
2 Industrials 14.77%
3 Healthcare 7.51%
4 Financials 4.06%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BOND icon
1
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.54B
$14.2M 4.35%
152,100
+18,352
EVTR icon
2
Eaton Vance Total Return Bond ETF
EVTR
$3.94B
$12.4M 3.8%
241,427
-9,720
NVDA icon
3
NVIDIA
NVDA
$4.36T
$11.7M 3.59%
62,922
-14,039
AVGO icon
4
Broadcom
AVGO
$1.8T
$11.6M 3.55%
35,175
-356
CGDV icon
5
Capital Group Dividend Value ETF
CGDV
$25.4B
$11M 3.36%
261,301
-8,653
MSFT icon
6
Microsoft
MSFT
$3.55T
$10.1M 3.09%
19,506
-299
AMZN icon
7
Amazon
AMZN
$2.48T
$9.08M 2.78%
41,362
-715
PLTR icon
8
Palantir
PLTR
$420B
$8.65M 2.65%
47,428
-40,325
JEPI icon
9
JPMorgan Equity Premium Income ETF
JEPI
$41.2B
$7.75M 2.37%
135,681
-6,344
GE icon
10
GE Aerospace
GE
$304B
$7.35M 2.25%
24,442
-216
META icon
11
Meta Platforms (Facebook)
META
$1.61T
$6.93M 2.12%
9,438
-107
INTU icon
12
Intuit
INTU
$180B
$6.56M 2.01%
9,606
-162
KKR icon
13
KKR & Co
KKR
$113B
$6.38M 1.95%
49,090
-547
ISRG icon
14
Intuitive Surgical
ISRG
$202B
$6.37M 1.95%
14,254
-73
IWY icon
15
iShares Russell Top 200 Growth ETF
IWY
$16.7B
$6.24M 1.91%
22,792
-654
PANW icon
16
Palo Alto Networks
PANW
$135B
$6.24M 1.91%
30,630
-446
SHY icon
17
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$6.13M 1.88%
73,944
+48,463
MRVL icon
18
Marvell Technology
MRVL
$86.4B
$6.02M 1.84%
71,601
-1,027
CGMS icon
19
Capital Group US Multi-Sector Income ETF
CGMS
$3.71B
$5.88M 1.8%
211,872
-7,585
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$3.86T
$5.78M 1.77%
23,774
-347
KTOS icon
21
Kratos Defense & Security Solutions
KTOS
$12.3B
$5.78M 1.77%
63,206
-19,932
INTC icon
22
Intel
INTC
$209B
$5.65M 1.73%
+168,394
SNOW icon
23
Snowflake
SNOW
$89.8B
$5.64M 1.73%
+25,020
ETN icon
24
Eaton
ETN
$130B
$5.53M 1.69%
14,764
-234
UBER icon
25
Uber
UBER
$188B
$5.28M 1.62%
53,851
-941
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