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
$178M
AUM Growth
+$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$520K
3
+$313K
4
APD icon
Air Products & Chemicals
APD
+$264K
5
DVY icon
iShares Select Dividend ETF
DVY
+$139K

Top Sells

1
+$587K
2
+$121K
3
+$103K
4
EPAM icon
EPAM Systems
EPAM
+$101K
5
XYZ
Block Inc
XYZ
+$62K

Sector Composition

1 Technology 41.57%
2 Industrials 10.69%
3 Consumer Discretionary 10.18%
4 Financials 8.96%
5 Healthcare 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 1.47%
31,285
-1,442
27
$2.6M 1.46%
12,930
-53
28
$2.43M 1.36%
46,876
-999
29
$2.42M 1.36%
5,819
-23
30
$2.4M 1.34%
14,842
-384
31
$2.3M 1.29%
110,734
-1,843
32
$2.26M 1.27%
4,204
-67
33
$2.25M 1.26%
18,317
+1,131
34
$2.19M 1.23%
25,410
-122
35
$2.15M 1.21%
38,704
-662
36
$2.13M 1.2%
40,869
-1,983
37
$2.05M 1.15%
34,879
-130
38
$2.05M 1.15%
48,827
-186
39
$2.02M 1.13%
14,660
-4,260
40
$1.96M 1.1%
5,970
-22
41
$1.93M 1.08%
70,916
-914
42
$1.9M 1.06%
14,124
-336
43
$1.83M 1.03%
12,834
-166
44
$1.81M 1.02%
103,308
-1,727
45
$1.81M 1.01%
99,153
+1,209
46
$1.76M 0.99%
205,263
+1,095
47
$1.75M 0.98%
49,950
-1,050
48
$1.68M 0.94%
4,181
+268
49
$1.66M 0.93%
26,749
-533
50
$1.63M 0.92%
18,752
-240
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