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
$345M
AUM Growth
-$2.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$6.12M
3
+$5.77M
4
AAPL icon
Apple
AAPL
+$5.64M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$4.36M

Top Sells

1
+$6.47M
2
+$6.36M
3
+$5.27M
4
UBER icon
Uber
UBER
+$4.47M
5
MRSH
Marsh
MRSH
+$2.53M

Sector Composition

1 Technology 34.09%
2 Industrials 16.8%
3 Healthcare 6.04%
4 Communication Services 5.58%
5 Utilities 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRCY icon
51
Mercury Systems
MRCY
$5B
$2.39M 0.69%
32,751
+1,468
JPIB icon
52
JPMorgan International Bond Opportunities ETF
JPIB
$1.92B
$2.38M 0.69%
49,874
-289
DGRO icon
53
iShares Core Dividend Growth ETF
DGRO
$39.2B
$2.14M 0.62%
30,503
+3,132
ITOT icon
54
iShares Core S&P Total US Stock Market ETF
ITOT
$87.1B
$2.06M 0.6%
14,443
+4,002
SMCI icon
55
Super Micro Computer
SMCI
$17.1B
$1.99M 0.58%
87,197
+3,563
TEM
56
Tempus AI
TEM
$9.89B
$1.85M 0.54%
40,940
+1,218
QBTS icon
57
D-Wave Quantum
QBTS
$7.53B
$1.79M 0.52%
123,916
+4,045
TYL icon
58
Tyler Technologies
TYL
$14.5B
$1.78M 0.52%
5,192
+167
VBK icon
59
Vanguard Small-Cap Growth ETF
VBK
$22.4B
$1.66M 0.48%
+5,508
CRSP icon
60
CRISPR Therapeutics
CRSP
$5.33B
$1.55M 0.45%
32,519
+929
OKLO
61
Oklo
OKLO
$10.9B
$1.46M 0.42%
29,350
+1,392
AVAV icon
62
AeroVironment
AVAV
$10.6B
$1.41M 0.41%
+7,698
SMR icon
63
NuScale Power
SMR
$3.78B
$1.4M 0.41%
129,363
+48,299
ENPH icon
64
Enphase Energy
ENPH
$4.43B
$1.29M 0.38%
+34,191
EPAM icon
65
EPAM Systems
EPAM
$6.97B
$1.26M 0.37%
9,305
+3,869
JOBY icon
66
Joby Aviation
JOBY
$8.78B
$1.04M 0.3%
125,925
+3,818
INDI icon
67
indie Semiconductor
INDI
$700M
$963K 0.28%
298,927
+9,429
GRAL
68
GRAIL Inc
GRAL
$2.09B
$833K 0.24%
16,127
+1,066
PLUG icon
69
Plug Power
PLUG
$4.29B
$831K 0.24%
367,782
+21,226
IONQ icon
70
IonQ
IONQ
$17B
$821K 0.24%
+28,491
VOT icon
71
Vanguard Mid-Cap Growth ETF
VOT
$18.1B
$706K 0.2%
2,743
-38
ADPT icon
72
Adaptive Biotechnologies
ADPT
$2.19B
$608K 0.18%
43,815
+1,297
EOSE icon
73
Eos Energy Enterprises
EOSE
$2.39B
$563K 0.16%
113,521
+5,295
DVY icon
74
iShares Select Dividend ETF
DVY
$22.5B
$538K 0.16%
3,556
+1,017
QUBT icon
75
Quantum Computing Inc
QUBT
$2.11B
$496K 0.14%
72,443
+2,684
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