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
$150M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$5.11M
3
+$4.61M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.76M
5
BSX icon
Boston Scientific
BSX
+$1.63M

Top Sells

1
+$7.13M
2
+$1.52M
3
+$643K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$597K
5
OLED icon
Universal Display
OLED
+$499K

Sector Composition

1 Technology 32.49%
2 Industrials 11.06%
3 Consumer Discretionary 8.64%
4 Financials 7.65%
5 Healthcare 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 1.53%
27,575
+314
27
$2.21M 1.48%
27,051
+680
28
$2.15M 1.43%
11,490
+222
29
$2.08M 1.39%
19,407
-266
30
$2.05M 1.37%
6,210
+146
31
$2M 1.33%
164,770
+5,250
32
$1.96M 1.31%
33,881
+1,521
33
$1.77M 1.18%
44,310
+2,112
34
$1.76M 1.18%
20,508
+489
35
$1.67M 1.11%
13,764
+334
36
$1.64M 1.09%
74,328
+769
37
$1.63M 1.09%
5,935
+63
38
$1.63M 1.09%
+42,104
39
$1.56M 1.04%
12,675
+185
40
$1.52M 1.01%
50,650
+500
41
$1.51M 1.01%
4,353
+46
42
$1.43M 0.95%
37,089
+854
43
$1.43M 0.95%
19,041
+281
44
$1.39M 0.92%
52,310
+1,271
45
$1.38M 0.92%
+43,511
46
$1.28M 0.85%
112,515
-714
47
$1.23M 0.82%
9,027
+219
48
$1.22M 0.82%
18,726
+190
49
$1.18M 0.78%
14,612
+140
50
$1.13M 0.75%
25,382
-13,416
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