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
$296M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$7.72M
3
+$6.4M
4
KKR icon
KKR & Co
KKR
+$5.81M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.22M

Top Sells

1
+$7.84M
2
+$5.83M
3
+$3.61M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$3.52M
5
SPSC icon
SPS Commerce
SPSC
+$3.51M

Sector Composition

1 Technology 37.75%
2 Industrials 13.6%
3 Healthcare 8.39%
4 Financials 4.72%
5 Communication Services 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.25M 1.44%
24,121
+334
27
$4.25M 1.44%
29,079
+507
28
$4.09M 1.38%
7,968
+103
29
$3.86M 1.31%
83,138
-5,478
30
$3.78M 1.28%
34,354
-3,830
31
$3.73M 1.26%
12,033
+45
32
$3.29M 1.11%
77,869
-63,179
33
$3.28M 1.11%
19,237
-548
34
$3.26M 1.1%
+32,436
35
$3.25M 1.1%
106,017
+11,241
36
$3.18M 1.07%
+80,287
37
$2.98M 1.01%
13,639
+166
38
$2.93M 0.99%
4,945
-141
39
$2.89M 0.98%
45,304
-4,828
40
$2.8M 0.95%
+7,415
41
$2.67M 0.9%
16,116
-213
42
$2.66M 0.9%
+7,599
43
$2.54M 0.86%
+39,934
44
$2.42M 0.82%
+4,749
45
$2.32M 0.79%
+47,381
46
$2.28M 0.77%
7,275
-10,031
47
$2.26M 0.77%
+40,416
48
$2.16M 0.73%
16,819
+5,839
49
$2.14M 0.73%
+146,492
50
$2.12M 0.72%
+43,523
1
2
3 4