BIP

Bouvel Investment Partners Portfolio holdings

AUM $347M
1-Year Est. Return 35.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.9M
3
+$1.54M
4
THRM icon
Gentherm
THRM
+$1.29M
5
OLED icon
Universal Display
OLED
+$1.21M

Top Sells

1
+$5.39M
2
+$4.61M
3
+$2.84M
4
SMCI icon
Super Micro Computer
SMCI
+$1.43M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$1.4M

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
-250
27
$3.66M 1.38%
38,184
+1,050
28
$3.61M 1.36%
32,893
-658
29
$3.52M 1.32%
+44,119
30
$3.51M 1.32%
18,058
-200
31
$3.5M 1.32%
14,373
+325
32
$3.46M 1.3%
28,572
-216
33
$3.43M 1.29%
17,108
-166
34
$3.32M 1.25%
21,862
+246
35
$3.31M 1.25%
20,197
+530
36
$3.3M 1.24%
11,988
-63
37
$3.22M 1.21%
31,039
+6
38
$3.15M 1.18%
94,776
-994
39
$3.04M 1.14%
50,132
+1,990
40
$3.02M 1.13%
22,529
-281
41
$3.01M 1.13%
13,473
-153
42
$2.97M 1.12%
5,086
-53
43
$2.96M 1.11%
17,306
-241
44
$2.9M 1.09%
+38,625
45
$2.7M 1.02%
25,924
-687
46
$2.67M 1%
5,147
+209
47
$2.62M 0.99%
19,406
-6,830
48
$2.52M 0.95%
90,992
+26,629
49
$2.44M 0.92%
19,785
-234
50
$2.27M 0.86%
19,766
+66
1
2
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