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
$171M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.48M
3
+$623K
4
FSLR icon
First Solar
FSLR
+$134K
5
SPSC icon
SPS Commerce
SPSC
+$99.9K

Top Sells

1
+$2.57M
2
+$1.23M
3
+$623K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$48.4K
5
PANW icon
Palo Alto Networks
PANW
+$33.4K

Sector Composition

1 Technology 34.94%
2 Industrials 10.64%
3 Consumer Discretionary 8.97%
4 Financials 6.79%
5 Healthcare 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 1.45%
86,848
-249
27
$2.44M 1.42%
6,331
+181
28
$2.39M 1.4%
13,657
+553
29
$2.38M 1.39%
54,866
-162
30
$2.36M 1.38%
11,352
-32
31
$2.26M 1.32%
19,312
+213
32
$2.24M 1.31%
34,991
+713
33
$2.22M 1.29%
20,605
+643
34
$2.19M 1.28%
28,758
-8,169
35
$2.14M 1.25%
+48,848
36
$2.1M 1.23%
41,956
-107
37
$2.1M 1.22%
45,791
+946
38
$1.9M 1.11%
8,968
-25
39
$1.86M 1.09%
6,111
-58
40
$1.81M 1.06%
53,050
+1,400
41
$1.8M 1.05%
15,534
+442
42
$1.7M 1%
18,048
+550
43
$1.65M 0.96%
4,642
+112
44
$1.65M 0.96%
140,428
+4,780
45
$1.63M 0.95%
51,334
-409
46
$1.62M 0.94%
120,242
+3,561
47
$1.57M 0.92%
79,061
+2,342
48
$1.55M 0.9%
20,382
-56
49
$1.53M 0.89%
25,246
+752
50
$1.31M 0.77%
279,355
+7,708
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