BIP

Bouvel Investment Partners Portfolio holdings

AUM $296M
1-Year Est. Return 30.08%
This Quarter Est. Return
1 Year Est. Return
+30.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.79M
3
+$6.6M
4
FI icon
Fiserv
FI
+$6.09M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.78M

Top Sells

1
+$7.84M
2
+$5.83M
3
+$3.61M
4
PLTR icon
Palantir
PLTR
+$3.59M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$3.52M

Sector Composition

1 Technology 37.75%
2 Industrials 13.94%
3 Healthcare 8.04%
4 Financials 4.72%
5 Communication Services 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EVTR icon
1
Eaton Vance Total Return Bond ETF
EVTR
$3.16B
$12.8M 4.32%
251,147
+10,244
BOND icon
2
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.96B
$12.3M 4.17%
133,748
+9,989
NVDA icon
3
NVIDIA
NVDA
$4.46T
$12.2M 4.11%
76,961
+2,408
PLTR icon
4
Palantir
PLTR
$423B
$12M 4.05%
87,753
-26,366
CGDV icon
5
Capital Group Dividend Value ETF
CGDV
$21.9B
$10.7M 3.61%
+269,954
MSFT icon
6
Microsoft
MSFT
$3.82T
$9.85M 3.33%
19,805
+338
AVGO icon
7
Broadcom
AVGO
$1.65T
$9.79M 3.31%
+35,531
AMZN icon
8
Amazon
AMZN
$2.27T
$9.23M 3.12%
42,077
+596
JEPI icon
9
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$8.07M 2.73%
142,025
-36,815
ISRG icon
10
Intuitive Surgical
ISRG
$160B
$7.79M 2.63%
14,327
+377
INTU icon
11
Intuit
INTU
$184B
$7.69M 2.6%
9,768
+85
META icon
12
Meta Platforms (Facebook)
META
$1.8T
$7.05M 2.38%
9,545
+56
KKR icon
13
KKR & Co
KKR
$105B
$6.6M 2.23%
+49,637
PANW icon
14
Palo Alto Networks
PANW
$141B
$6.36M 2.15%
31,076
+15,793
GE icon
15
GE Aerospace
GE
$318B
$6.35M 2.15%
24,658
+277
FI icon
16
Fiserv
FI
$66.1B
$6.09M 2.06%
+35,301
CGMS icon
17
Capital Group US Multi-Sector Income ETF
CGMS
$3.31B
$6.06M 2.05%
219,457
+3,081
IWY icon
18
iShares Russell Top 200 Growth ETF
IWY
$15.9B
$5.78M 1.96%
+23,446
MRVL icon
19
Marvell Technology
MRVL
$75.8B
$5.62M 1.9%
72,628
+2,689
CRM icon
20
Salesforce
CRM
$231B
$5.37M 1.82%
19,696
+176
ETN icon
21
Eaton
ETN
$145B
$5.35M 1.81%
14,998
+319
LLY icon
22
Eli Lilly
LLY
$720B
$5.25M 1.78%
6,737
+199
UBER icon
23
Uber
UBER
$192B
$5.11M 1.73%
54,792
+457
BSX icon
24
Boston Scientific
BSX
$147B
$4.94M 1.67%
45,948
+800
HON icon
25
Honeywell
HON
$129B
$4.32M 1.46%
18,562
+345
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