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
$347M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$6.96M
3
+$5.53M
4
APH icon
Amphenol
APH
+$4.36M
5
DDOG icon
Datadog
DDOG
+$4.05M

Top Sells

1
+$4.5M
2
+$3.86M
3
+$3.84M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.49M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$2.54M

Sector Composition

1 Technology 36.85%
2 Industrials 14.93%
3 Healthcare 7.81%
4 Communication Services 4.01%
5 Financials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPIB icon
51
JPMorgan International Bond Opportunities ETF
JPIB
$1.75B
$2.44M 0.7%
50,163
+4,466
TEM
52
Tempus AI
TEM
$9.17B
$2.35M 0.68%
39,722
-761
MRCY icon
53
Mercury Systems
MRCY
$5.35B
$2.28M 0.66%
31,283
-176
TYL icon
54
Tyler Technologies
TYL
$15.8B
$2.28M 0.66%
5,025
+4
CRWD icon
55
CrowdStrike
CRWD
$103B
$2.26M 0.65%
4,818
-30
OKLO
56
Oklo
OKLO
$10.3B
$2.01M 0.58%
27,958
-13,112
MPWR icon
57
Monolithic Power Systems
MPWR
$53.5B
$1.95M 0.56%
2,146
+590
DGRO icon
58
iShares Core Dividend Growth ETF
DGRO
$38.4B
$1.9M 0.55%
27,371
+2,748
COIN icon
59
Coinbase
COIN
$55.2B
$1.74M 0.5%
7,706
-65
TWLO icon
60
Twilio
TWLO
$18.6B
$1.72M 0.5%
12,107
+354
ZS icon
61
Zscaler
ZS
$24.9B
$1.69M 0.49%
7,525
+106
CRSP icon
62
CRISPR Therapeutics
CRSP
$5.76B
$1.66M 0.48%
31,590
-157
JOBY icon
63
Joby Aviation
JOBY
$9.54B
$1.61M 0.46%
122,107
-559
ITOT icon
64
iShares Core S&P Total US Stock Market ETF
ITOT
$82.4B
$1.55M 0.45%
10,441
+1,253
PYPL icon
65
PayPal
PYPL
$43B
$1.37M 0.39%
23,445
+152
GRAL
66
GRAIL Inc
GRAL
$2.18B
$1.29M 0.37%
+15,061
EOSE icon
67
Eos Energy Enterprises
EOSE
$2.19B
$1.24M 0.36%
108,226
-2,591
SRTA
68
Strata Critical Medical Inc
SRTA
$422M
$1.17M 0.34%
243,672
-2,561
SMR icon
69
NuScale Power
SMR
$3.55B
$1.15M 0.33%
81,064
-542
EPAM icon
70
EPAM Systems
EPAM
$7.63B
$1.11M 0.32%
+5,436
AEHR icon
71
Aehr Test Systems
AEHR
$1.31B
$1.09M 0.31%
53,796
-1,281
INDI icon
72
indie Semiconductor
INDI
$575M
$1.02M 0.29%
289,498
+98,586
VOT icon
73
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$776K 0.22%
2,781
+276
QUBT icon
74
Quantum Computing Inc
QUBT
$1.83B
$716K 0.21%
+69,759
ADPT icon
75
Adaptive Biotechnologies
ADPT
$2.53B
$690K 0.2%
42,518
-360
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3
4