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
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$3.06T
$4.25M 1.44%
24,121
+334
RTX icon
27
RTX Corp
RTX
$211B
$4.25M 1.44%
29,079
+507
SNPS icon
28
Synopsys
SNPS
$83.1B
$4.09M 1.38%
7,968
+103
KTOS icon
29
Kratos Defense & Security Solutions
KTOS
$14B
$3.86M 1.31%
83,138
-5,478
IVW icon
30
iShares S&P 500 Growth ETF
IVW
$65.8B
$3.78M 1.28%
34,354
-3,830
ADSK icon
31
Autodesk
ADSK
$64.7B
$3.73M 1.26%
12,033
+45
PRF icon
32
Invesco FTSE RAFI US 1000 ETF
PRF
$8.55B
$3.29M 1.11%
77,869
-63,179
MTZ icon
33
MasTec
MTZ
$15.9B
$3.28M 1.11%
19,237
-548
MINT icon
34
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
$3.26M 1.1%
+32,436
PFF icon
35
iShares Preferred and Income Securities ETF
PFF
$14.6B
$3.25M 1.1%
106,017
+11,241
SMR icon
36
NuScale Power
SMR
$5.92B
$3.18M 1.07%
+80,287
MMC icon
37
Marsh & McLennan
MMC
$92.9B
$2.98M 1.01%
13,639
+166
TYL icon
38
Tyler Technologies
TYL
$21.9B
$2.93M 0.99%
4,945
-141
FVAL icon
39
Fidelity Value Factor ETF
FVAL
$1.05B
$2.89M 0.98%
45,304
-4,828
PWR icon
40
Quanta Services
PWR
$64.6B
$2.8M 0.95%
+7,415
FSLR icon
41
First Solar
FSLR
$24.9B
$2.67M 0.9%
16,116
-213
COIN icon
42
Coinbase
COIN
$86.3B
$2.66M 0.9%
+7,599
TEM
43
Tempus AI
TEM
$15.2B
$2.54M 0.86%
+39,934
CRWD icon
44
CrowdStrike
CRWD
$122B
$2.42M 0.82%
+4,749
SMCI icon
45
Super Micro Computer
SMCI
$31B
$2.32M 0.79%
+47,381
ZS icon
46
Zscaler
ZS
$47.5B
$2.28M 0.77%
7,275
-10,031
OKLO
47
Oklo
OKLO
$24.1B
$2.26M 0.77%
+40,416
VRT icon
48
Vertiv
VRT
$66.4B
$2.16M 0.73%
16,819
+5,839
QBTS icon
49
D-Wave Quantum
QBTS
$13.1B
$2.14M 0.73%
+146,492
JPIB icon
50
JPMorgan International Bond Opportunities ETF
JPIB
$1.18B
$2.12M 0.72%
+43,523
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