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
$327M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$5.64M
3
+$4.77M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.02M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$2.54M

Top Sells

1
+$7.36M
2
+$3.73M
3
+$2.62M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$1.96M
5
ADBE icon
Adobe
ADBE
+$1.84M

Sector Composition

1 Technology 36.7%
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
IMCG icon
51
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.23B
$2.54M 0.78%
+30,668
MRCY icon
52
Mercury Systems
MRCY
$6.19B
$2.43M 0.75%
31,459
+651
SYM icon
53
Symbotic
SYM
$7.66B
$2.4M 0.73%
44,479
+336
CRWD icon
54
CrowdStrike
CRWD
$114B
$2.38M 0.73%
4,848
+99
SMCI icon
55
Super Micro Computer
SMCI
$19.5B
$2.25M 0.69%
47,009
-372
JPIB icon
56
JPMorgan International Bond Opportunities ETF
JPIB
$1.53B
$2.24M 0.69%
45,697
+2,174
ZS icon
57
Zscaler
ZS
$34.1B
$2.22M 0.68%
7,419
+144
CRSP icon
58
CRISPR Therapeutics
CRSP
$5.1B
$2.06M 0.63%
31,747
+586
JOBY icon
59
Joby Aviation
JOBY
$14.1B
$1.98M 0.61%
122,666
+2,555
LITE icon
60
Lumentum
LITE
$23B
$1.7M 0.52%
+10,435
DGRO icon
61
iShares Core Dividend Growth ETF
DGRO
$37.1B
$1.68M 0.51%
24,623
-798
AEHR icon
62
Aehr Test Systems
AEHR
$882M
$1.66M 0.51%
55,077
+275
PYPL icon
63
PayPal
PYPL
$53.2B
$1.56M 0.48%
23,293
+263
MPWR icon
64
Monolithic Power Systems
MPWR
$49.5B
$1.43M 0.44%
1,556
+33
ITOT icon
65
iShares Core S&P Total US Stock Market ETF
ITOT
$81.8B
$1.34M 0.41%
9,188
-232
EOSE icon
66
Eos Energy Enterprises
EOSE
$5.66B
$1.26M 0.39%
+110,817
SRTA
67
Strata Critical Medical Inc
SRTA
$515M
$1.25M 0.38%
246,233
-9,237
VICR icon
68
Vicor
VICR
$6.69B
$1.2M 0.37%
24,098
+796
TWLO icon
69
Twilio
TWLO
$18.1B
$1.18M 0.36%
+11,753
HUBS icon
70
HubSpot
HUBS
$16.3B
$827K 0.25%
1,768
+29
CERS icon
71
Cerus
CERS
$499M
$789K 0.24%
496,189
+10,126
INDI icon
72
indie Semiconductor
INDI
$867M
$777K 0.24%
190,912
+9,940
AUR icon
73
Aurora
AUR
$9.04B
$773K 0.24%
143,462
+10,376
VOT icon
74
Vanguard Mid-Cap Growth ETF
VOT
$18.3B
$736K 0.23%
2,505
-43
ADPT icon
75
Adaptive Biotechnologies
ADPT
$2.67B
$641K 0.2%
42,878
+904
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3
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