BIP

Bouvel Investment Partners Portfolio holdings

AUM $296M
1-Year Est. Return 30.08%
This Quarter Est. Return
1 Year Est. Return
+30.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.86M
3
+$2.71M
4
DOCU icon
DocuSign
DOCU
+$2.15M
5
AVAV icon
AeroVironment
AVAV
+$1.56M

Top Sells

1
+$2.84M
2
+$1.96M
3
+$1.84M
4
DDD icon
3D Systems Corp
DDD
+$1.54M
5
GLD icon
SPDR Gold Trust
GLD
+$1.47M

Sector Composition

1 Technology 40.37%
2 Industrials 14.51%
3 Consumer Discretionary 9.87%
4 Financials 9.69%
5 Healthcare 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.88%
28,361
-7,442
52
$1.32M 0.85%
14,712
-56
53
$1.31M 0.84%
+13,039
54
$1.3M 0.84%
+211,410
55
$1.26M 0.81%
5,937
+188
56
$1.23M 0.79%
38,362
+11,142
57
$1.23M 0.79%
14,355
+9
58
$1.18M 0.76%
4,989
+9
59
$589K 0.38%
14,636
-47
60
$586K 0.38%
6,400
-1,042
61
$202K 0.13%
1,845
-215
62
– –
-300
63
– –
-70
64
– –
-4
65
– –
-368
66
– –
-5,900
67
– –
-80
68
– –
-48
69
– –
-147,148
70
– –
-25
71
– –
-8,244
72
– –
-740
73
– –
-68
74
– –
-39,302
75
– –
-10
1 2
3
4