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
$155M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.02M
3
+$289K
4
FSLR icon
First Solar
FSLR
+$100K
5
SPSC icon
SPS Commerce
SPSC
+$97.9K

Top Sells

1
+$2.52M
2
+$433K
3
+$85K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$49.5K
5
ISRG icon
Intuitive Surgical
ISRG
+$40.9K

Sector Composition

1 Technology 31.35%
2 Industrials 11.25%
3 Consumer Discretionary 8.65%
4 Financials 7.63%
5 Healthcare 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 1.54%
163,450
-1,320
27
$2.3M 1.49%
19,099
-308
28
$2.13M 1.37%
11,384
-106
29
$2.07M 1.34%
6,150
+215
30
$2.04M 1.32%
55,028
-191
31
$2.01M 1.29%
34,278
+397
32
$1.97M 1.27%
44,845
+535
33
$1.95M 1.26%
42,063
-41
34
$1.93M 1.24%
36,927
-162
35
$1.91M 1.24%
6,169
-41
36
$1.78M 1.15%
13,104
+429
37
$1.74M 1.13%
19,962
+921
38
$1.71M 1.1%
15,092
+480
39
$1.68M 1.08%
135,648
+4,381
40
$1.6M 1.03%
24,494
+4,429
41
$1.49M 0.96%
+17,498
42
$1.46M 0.94%
4,530
+177
43
$1.46M 0.94%
20,438
-70
44
$1.43M 0.92%
51,650
+1,000
45
$1.43M 0.92%
116,681
+4,166
46
$1.38M 0.89%
76,719
+2,391
47
$1.36M 0.88%
219,835
+6,419
48
$1.34M 0.87%
43,970
+459
49
$1.28M 0.83%
51,743
-567
50
$1.18M 0.76%
23,681
-1,701
1
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