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
$177M
AUM Growth
-$264K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.41M
3
+$1.25M
4
MSFT icon
Microsoft
MSFT
+$186K
5
AMZN icon
Amazon
AMZN
+$128K

Top Sells

1
+$2.62M
2
+$1.24M
3
+$100K
4
XYZ
Block Inc
XYZ
+$80.1K
5
CMG icon
Chipotle Mexican Grill
CMG
+$76.4K

Sector Composition

1 Technology 41.8%
2 Industrials 11.6%
3 Consumer Discretionary 10.65%
4 Financials 9.74%
5 Healthcare 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.81M 1.02%
18,992
-360
52
$1.64M 0.93%
13,000
-288
53
$1.6M 0.9%
4,046
-66
54
$1.33M 0.75%
+3,913
55
$1.32M 0.75%
59,228
-648
56
$1.31M 0.74%
+214,457
57
$1.29M 0.73%
3,246
-60
58
$1.14M 0.64%
215,555
+1,166
59
$991K 0.56%
14,574
-342
60
$854K 0.48%
39,545
-156
61
$848K 0.48%
4,959
-79
62
$843K 0.48%
6,030
+7
63
$623K 0.35%
6,335
-104
64
$492K 0.28%
14,470
-241
65
$201K 0.11%
1,822
-48
66
– –
-50,881
1 2
3