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
$266M
AUM Growth
+$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.27M
3
+$1.76M
4
BA icon
Boeing
BA
+$1.13M
5
AMD icon
Advanced Micro Devices
AMD
+$915K

Top Sells

1
+$3.59M
2
+$2.55M
3
+$2.11M
4
PANW icon
Palo Alto Networks
PANW
+$1.94M
5
ITI
Iteris, Inc.
ITI
+$1.31M

Sector Composition

1 Technology 36.11%
2 Industrials 12.99%
3 Healthcare 7.59%
4 Financials 5.1%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.77M 1.42%
18,217
+84
27
$3.66M 1.38%
38,184
-540
28
$3.61M 1.36%
32,893
+444
29
$3.52M 1.32%
44,119
-454
30
$3.51M 1.32%
18,058
-252
31
$3.5M 1.32%
14,373
-300
32
$3.46M 1.3%
28,572
+160
33
$3.43M 1.29%
17,108
-188
34
$3.32M 1.25%
21,862
+7,408
35
$3.31M 1.25%
20,197
+5,575
36
$3.3M 1.24%
11,988
+26
37
$3.22M 1.21%
+31,039
38
$3.15M 1.18%
94,776
+3,201
39
$3.04M 1.14%
50,132
-628
40
$3.02M 1.13%
22,529
-249
41
$3.01M 1.13%
13,473
+82
42
$2.97M 1.12%
5,086
-49
43
$2.96M 1.11%
17,306
-70
44
$2.9M 1.09%
38,625
+1,311
45
$2.7M 1.02%
25,924
+153
46
$2.67M 1%
5,147
-1,750
47
$2.62M 0.99%
19,406
+429
48
$2.52M 0.95%
90,992
-2,768
49
$2.44M 0.92%
19,785
-210
50
$2.27M 0.86%
+19,766
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