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
$214M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$201K
3
+$180K
4
ADBE icon
Adobe
ADBE
+$180K
5
PANW icon
Palo Alto Networks
PANW
+$176K

Top Sells

1
+$646K
2
+$136K
3
+$132K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$98.8K
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$74.9K

Sector Composition

1 Technology 36.7%
2 Industrials 12.91%
3 Consumer Discretionary 6.87%
4 Healthcare 5.96%
5 Financials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.13M 1.46%
30,757
+835
27
$3.03M 1.41%
10,178
+442
28
$2.92M 1.36%
38,874
+219
29
$2.86M 1.34%
11,762
+44
30
$2.86M 1.33%
91,594
+1,097
31
$2.85M 1.33%
16,520
+649
32
$2.75M 1.29%
36,940
+402
33
$2.7M 1.26%
50,896
+277
34
$2.67M 1.25%
58,400
+2,200
35
$2.6M 1.22%
45,009
+1,282
36
$2.59M 1.21%
11,486
+73
37
$2.57M 1.2%
13,544
+391
38
$2.46M 1.15%
22,667
+1,053
39
$2.42M 1.13%
4,146
+189
40
$2.4M 1.12%
28,563
+570
41
$2.37M 1.11%
25,398
+11
42
$2.35M 1.1%
44,899
-1,428
43
$2.3M 1.07%
31,903
+82
44
$2.23M 1.04%
19,047
+186
45
$2.15M 1.01%
5,152
+233
46
$2.03M 0.95%
297,378
+4,495
47
$1.92M 0.9%
111,830
+1,274
48
$1.82M 0.85%
89,585
+2,896
49
$1.78M 0.83%
13,450
+274
50
$1.53M 0.72%
294,890
+3,119
1
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