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
LLY icon
26
Eli Lilly
LLY
$929B
$5.13M 1.57%
6,728
-9
RTX icon
27
RTX Corp
RTX
$271B
$4.78M 1.46%
28,596
-483
IWF icon
28
iShares Russell 1000 Growth ETF
IWF
$124B
$4.77M 1.46%
+10,188
CRM icon
29
Salesforce
CRM
$213B
$4.64M 1.42%
19,578
-118
OKLO
30
Oklo
OKLO
$14.8B
$4.58M 1.4%
41,070
+654
FISV
31
Fiserv Inc
FISV
$35.7B
$4.5M 1.38%
34,938
-363
BSX icon
32
Boston Scientific
BSX
$131B
$4.44M 1.36%
45,456
-492
MTZ icon
33
MasTec
MTZ
$19.1B
$4.18M 1.28%
19,650
+413
IVW icon
34
iShares S&P 500 Growth ETF
IVW
$66.9B
$4.02M 1.23%
33,259
-1,095
SNPS icon
35
Synopsys
SNPS
$98.8B
$3.86M 1.18%
7,833
-135
HON icon
36
Honeywell
HON
$139B
$3.84M 1.17%
18,228
-334
QBTS icon
37
D-Wave Quantum
QBTS
$10.4B
$3.67M 1.12%
148,337
+1,845
FSLR icon
38
First Solar
FSLR
$26.2B
$3.6M 1.1%
16,309
+193
PFF icon
39
iShares Preferred and Income Securities ETF
PFF
$14.3B
$3.49M 1.07%
110,388
+4,371
PRF icon
40
Invesco FTSE RAFI US 1000 ETF
PRF
$8.87B
$3.43M 1.05%
75,864
-2,005
TEM
41
Tempus AI
TEM
$12.5B
$3.27M 1%
40,483
+549
MINT icon
42
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.7B
$3.18M 0.97%
31,618
-818
PWR icon
43
Quanta Services
PWR
$69.6B
$3.15M 0.96%
7,594
+179
TER icon
44
Teradyne
TER
$35.7B
$3.11M 0.95%
22,627
+444
FVAL icon
45
Fidelity Value Factor ETF
FVAL
$1.13B
$3.02M 0.93%
43,876
-1,428
SMR icon
46
NuScale Power
SMR
$5.71B
$2.94M 0.9%
81,606
+1,319
MRSH
47
Marsh
MRSH
$89.4B
$2.71M 0.83%
13,425
-214
TYL icon
48
Tyler Technologies
TYL
$18.9B
$2.63M 0.8%
5,021
+76
COIN icon
49
Coinbase
COIN
$65B
$2.62M 0.8%
7,771
+172
VRT icon
50
Vertiv
VRT
$67.6B
$2.59M 0.79%
17,176
+357
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