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
$133M
AUM Growth
-$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$2.42M
3
+$2.34M
4
SLAB icon
Silicon Laboratories
SLAB
+$1.75M
5
THRM icon
Gentherm
THRM
+$1.23M

Top Sells

1
+$2.37M
2
+$2.13M
3
+$1.83M
4
FICO icon
Fair Isaac
FICO
+$1.5M
5
PANW icon
Palo Alto Networks
PANW
+$1.1M

Sector Composition

1 Technology 35.48%
2 Industrials 12.46%
3 Consumer Discretionary 9.11%
4 Financials 8.47%
5 Healthcare 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 1.62%
129,967
+3,840
27
$2.15M 1.62%
5,872
+68
28
$1.95M 1.47%
32,360
+212
29
$1.94M 1.46%
11,268
+7
30
$1.85M 1.39%
38,798
+333
31
$1.84M 1.38%
13,430
+16
32
$1.81M 1.37%
42,198
+265
33
$1.75M 1.32%
+12,490
34
$1.7M 1.28%
6,064
-3
35
$1.68M 1.27%
18,760
+284
36
$1.52M 1.15%
6,194
+4
37
$1.44M 1.08%
36,235
+26
38
$1.43M 1.08%
4,307
+62
39
$1.42M 1.07%
8,808
+29
40
$1.4M 1.05%
20,019
+169
41
$1.31M 0.99%
50,150
+200
42
$1.31M 0.99%
73,559
+893
43
$1.3M 0.98%
19,135
+230
44
$1.26M 0.95%
113,229
+1,384
45
$1.25M 0.94%
214,290
+3,406
46
$1.23M 0.93%
+19,771
47
$1.14M 0.85%
214,503
+3,008
48
$1.13M 0.85%
18,536
+226
49
$1.08M 0.81%
14,472
+216
50
$1.04M 0.79%
51,039
+462
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