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
$232M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$1.8M
3
+$989K
4
PLUG icon
Plug Power
PLUG
+$560K
5
CHPT icon
ChargePoint
CHPT
+$335K

Top Sells

1
+$2.59M
2
+$2.35M
3
+$1.42M
4
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$1.31M
5
AVAV icon
AeroVironment
AVAV
+$1.24M

Sector Composition

1 Technology 36.36%
2 Industrials 12.7%
3 Healthcare 7.21%
4 Consumer Discretionary 6.87%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.38M 1.46%
44,072
-1,142
27
$3.35M 1.45%
17,387
-30
28
$3.25M 1.4%
38,501
-373
29
$3.12M 1.35%
11,982
+220
30
$3.05M 1.32%
44,571
-438
31
$2.89M 1.25%
11,439
-47
32
$2.88M 1.24%
50,422
-474
33
$2.85M 1.23%
88,333
-3,261
34
$2.84M 1.23%
32,526
+623
35
$2.8M 1.21%
14,494
-124
36
$2.8M 1.21%
10,127
-51
37
$2.79M 1.2%
16,522
+2
38
$2.78M 1.2%
28,539
-24
39
$2.76M 1.19%
13,422
-122
40
$2.65M 1.14%
17,283
-8,096
41
$2.6M 1.12%
112,893
+1,063
42
$2.6M 1.12%
35,910
-1,030
43
$2.57M 1.11%
22,779
+112
44
$2.44M 1.05%
25,873
+475
45
$2.26M 0.98%
18,375
-672
46
$2.18M 0.94%
5,131
-21
47
$1.86M 0.81%
19,999
+494
48
$1.67M 0.72%
13,807
+357
49
$1.66M 0.72%
94,188
-130
50
$1.65M 0.71%
89,528
-57
1
2
3 4