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
$177M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.32M
3
+$2.05M
4
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$1.26M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$714K

Top Sells

1
+$3.85M
2
+$2.15M
3
+$21.7K
4
TWLO icon
Twilio
TWLO
+$9.85K
5
EPAM icon
EPAM Systems
EPAM
+$5.11K

Sector Composition

1 Technology 40.9%
2 Industrials 12.93%
3 Financials 9.98%
4 Consumer Discretionary 9.25%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.02M 1.71%
10,348
+39
27
$3M 1.69%
10,724
+111
28
$2.85M 1.61%
8,199
+504
29
$2.78M 1.57%
27,729
+279
30
$2.77M 1.57%
20,324
+516
31
$2.62M 1.48%
50,881
+587
32
$2.58M 1.46%
206,834
+4,462
33
$2.53M 1.43%
18,904
+233
34
$2.51M 1.42%
+95,275
35
$2.46M 1.39%
22,006
+585
36
$2.44M 1.38%
6,188
-25
37
$2.35M 1.32%
5,837
+200
38
$2.32M 1.31%
+46,234
39
$2.31M 1.31%
31,809
-15
40
$2.29M 1.29%
34,173
+1,170
41
$2.16M 1.22%
106,994
+1,618
42
$2.12M 1.2%
24,838
+877
43
$2.09M 1.18%
20,971
+96
44
$2.05M 1.16%
+5,642
45
$2M 1.13%
41,633
+96
46
$1.97M 1.11%
39,044
+10,683
47
$1.97M 1.11%
4,346
+39
48
$1.97M 1.11%
16,849
+253
49
$1.89M 1.07%
4,112
+53
50
$1.75M 0.99%
19,352
+21
1
2
3