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
$156M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.86M
3
+$2.71M
4
DOCU icon
DocuSign
DOCU
+$2.15M
5
AVAV icon
AeroVironment
AVAV
+$1.56M

Top Sells

1
+$2.84M
2
+$1.96M
3
+$1.84M
4
DDD icon
3D Systems Corp
DDD
+$1.54M
5
GLD icon
SPDR Gold Trust
GLD
+$1.47M

Sector Composition

1 Technology 40.37%
2 Industrials 14.51%
3 Consumer Discretionary 9.87%
4 Financials 9.69%
5 Healthcare 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.83M 1.82%
5,833
+40
27
$2.81M 1.8%
5,909
+1
28
$2.73M 1.75%
48,681
-327
29
$2.71M 1.74%
+55,342
30
$2.34M 1.5%
5,637
+283
31
$2.34M 1.5%
21,421
+1,044
32
$2.28M 1.46%
18,687
-103
33
$2.27M 1.46%
18,671
+269
34
$2.27M 1.45%
7,695
+399
35
$2.19M 1.41%
50,294
+33,114
36
$2.16M 1.39%
33,003
+1,542
37
$2.15M 1.38%
+10,613
38
$2.12M 1.36%
6,213
-114
39
$2.07M 1.33%
20,875
+75
40
$2.07M 1.33%
31,824
-1,240
41
$2.06M 1.32%
105,376
+39,872
42
$1.89M 1.22%
16,596
-898
43
$1.86M 1.19%
41,537
+8,030
44
$1.85M 1.19%
23,961
+1,242
45
$1.83M 1.17%
4,307
+28
46
$1.69M 1.08%
19,331
-33
47
$1.62M 1.04%
59,325
+51
48
$1.6M 1.03%
3,290
+20
49
$1.53M 0.98%
53,800
-1,350
50
$1.52M 0.97%
4,059
+70
1
2
3 4