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
$164M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$233K
3
+$228K
4
ISRG icon
Intuitive Surgical
ISRG
+$180K
5
AXP icon
American Express
AXP
+$177K

Top Sells

1
+$1.81M
2
+$1.1M
3
+$202K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$40.5K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$19.1K

Sector Composition

1 Technology 37.37%
2 Industrials 12.67%
3 Consumer Discretionary 11.04%
4 Financials 9.44%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.76%
60,732
+385
52
$1.17M 0.71%
10,916
+275
53
$1.16M 0.71%
211,495
+546
54
$1.15M 0.7%
18,310
+145
55
$1M 0.61%
6,082
+104
56
$997K 0.61%
14,750
+90
57
$997K 0.61%
64,014
+786
58
$814K 0.5%
4,875
-5
59
$726K 0.44%
6,064
+104
60
$641K 0.39%
215,075
+2,411
61
$604K 0.37%
5,979
-401
62
$538K 0.33%
14,832
+219
63
$228K 0.14%
719
-3,462
64
$217K 0.13%
867
65
$200K 0.12%
14,387
+90
66
– –
-1,845
67
– –
-103,308
1 2
3