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
$183M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.42M
3
+$2.4M
4
MS icon
Morgan Stanley
MS
+$2.14M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.61M

Top Sells

1
+$5.13M
2
+$4.64M
3
+$3.11M
4
BAC icon
Bank of America
BAC
+$2.48M
5
PANW icon
Palo Alto Networks
PANW
+$1.12M

Sector Composition

1 Technology 37.85%
2 Industrials 12.59%
3 Consumer Discretionary 10.07%
4 Healthcare 6.85%
5 Financials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 1.42%
29,567
+809
27
$2.5M 1.37%
35,536
+545
28
$2.5M 1.37%
24,409
-4,992
29
$2.42M 1.33%
+16,565
30
$2.4M 1.32%
56,150
+3,100
31
$2.4M 1.31%
+12,760
32
$2.4M 1.31%
21,535
+930
33
$2.38M 1.3%
11,621
+269
34
$2.34M 1.28%
43,175
+1,219
35
$2.28M 1.25%
46,515
+724
36
$2.28M 1.25%
52,763
+1,429
37
$2.25M 1.23%
14,270
+613
38
$2.24M 1.23%
18,995
+947
39
$2.19M 1.2%
9,734
+369
40
$2.18M 1.19%
12,991
+555
41
$2.14M 1.17%
+25,051
42
$2.13M 1.17%
18,816
-496
43
$2.04M 1.12%
15,901
+367
44
$2.04M 1.11%
4,887
+245
45
$2.01M 1.1%
6,262
+151
46
$1.96M 1.07%
48,057
-791
47
$1.67M 0.91%
108,904
+2,672
48
$1.61M 0.88%
+21,464
49
$1.54M 0.85%
148,601
+8,173
50
$1.49M 0.82%
26,424
+1,178
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