BIP

Bouvel Investment Partners Portfolio holdings

AUM $345M
1-Year Est. Return 48.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$4.54M
3
+$4.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.01M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$2.5M

Top Sells

1
+$6.54M
2
+$3.73M
3
+$2.45M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$1.96M
5
ADBE icon
Adobe
ADBE
+$1.84M

Sector Composition

1 Technology 36.46%
2 Industrials 14.77%
3 Healthcare 7.51%
4 Financials 4.06%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.13M 1.57%
6,728
-9
27
$4.78M 1.46%
28,596
-483
28
$4.77M 1.46%
+40,752
29
$4.64M 1.42%
19,578
-118
30
$4.58M 1.4%
41,070
+654
31
$4.5M 1.38%
34,938
-363
32
$4.44M 1.36%
45,456
-492
33
$4.18M 1.28%
19,650
+413
34
$4.02M 1.23%
33,259
-1,095
35
$3.86M 1.18%
7,833
-135
36
$3.84M 1.17%
19,340
-354
37
$3.67M 1.12%
148,337
+1,845
38
$3.6M 1.1%
16,309
+193
39
$3.49M 1.07%
110,388
+4,371
40
$3.43M 1.05%
75,864
-2,005
41
$3.27M 1%
40,483
+549
42
$3.18M 0.97%
31,618
-818
43
$3.15M 0.96%
7,594
+179
44
$3.11M 0.95%
22,627
+444
45
$3.02M 0.93%
43,876
-1,428
46
$2.94M 0.9%
81,606
+1,319
47
$2.71M 0.83%
13,425
-214
48
$2.63M 0.8%
5,021
+76
49
$2.62M 0.8%
7,771
+172
50
$2.59M 0.79%
17,176
+357
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