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
$164M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$233K
3
+$228K
4
ISRG icon
Intuitive Surgical
ISRG
+$180K
5
AXP icon
American Express
AXP
+$177K

Top Sells

1
+$1.81M
2
+$1.1M
3
+$202K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$40.5K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$19.1K

Sector Composition

1 Technology 37.37%
2 Industrials 12.67%
3 Consumer Discretionary 11.04%
4 Financials 9.44%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 1.47%
11,261
+579
27
$2.41M 1.47%
210,884
+5,621
28
$2.39M 1.46%
18,688
+371
29
$2.37M 1.44%
5,724
+52
30
$2.3M 1.4%
19,850
+727
31
$2.26M 1.38%
+11,188
32
$2.2M 1.34%
6,190
+220
33
$2.18M 1.33%
18,476
+140
34
$2.13M 1.3%
23,441
+808
35
$2.13M 1.3%
41,933
+1,064
36
$2.1M 1.28%
6,067
+248
37
$2.06M 1.26%
36,209
+1,330
38
$2.05M 1.25%
38,465
-239
39
$2.02M 1.23%
14,929
+87
40
$1.97M 1.2%
72,666
+1,750
41
$1.95M 1.19%
8,779
+447
42
$1.89M 1.15%
4,245
+41
43
$1.82M 1.11%
14,256
+132
44
$1.8M 1.1%
50,577
+1,750
45
$1.58M 0.97%
18,905
+153
46
$1.58M 0.96%
49,950
47
$1.5M 0.91%
3,215
+22
48
$1.41M 0.86%
102,982
+3,829
49
$1.36M 0.83%
4,012
+27
50
$1.28M 0.78%
12,951
+117
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