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
$178M
AUM Growth
+$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$520K
3
+$313K
4
APD icon
Air Products & Chemicals
APD
+$264K
5
DVY icon
iShares Select Dividend ETF
DVY
+$139K

Top Sells

1
+$587K
2
+$121K
3
+$103K
4
EPAM icon
EPAM Systems
EPAM
+$101K
5
XYZ
Block Inc
XYZ
+$62K

Sector Composition

1 Technology 41.57%
2 Industrials 10.69%
3 Consumer Discretionary 10.18%
4 Financials 8.96%
5 Healthcare 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.91%
10,641
+160
52
$1.57M 0.88%
5,978
-70
53
$1.48M 0.83%
3,985
-61
54
$1.44M 0.81%
210,949
-3,508
55
$1.39M 0.78%
63,228
+23,683
56
$1.39M 0.78%
3,193
-53
57
$1.38M 0.77%
18,165
-214
58
$1.17M 0.66%
60,347
+1,119
59
$851K 0.48%
212,664
-2,891
60
$805K 0.45%
4,880
-79
61
$731K 0.41%
5,960
-70
62
$683K 0.38%
6,380
+45
63
$449K 0.25%
14,613
+39
64
$401K 0.22%
14,297
-173
65
$264K 0.15%
+867
66
$202K 0.11%
1,845
+23
1 2
3