BIP

Bouvel Investment Partners Portfolio holdings

AUM $327M
1-Year Est. Return 38.99%
This Quarter Est. Return
1 Year Est. Return
+38.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
-$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$2.42M
3
+$2.34M
4
SLAB icon
Silicon Laboratories
SLAB
+$1.75M
5
THRM icon
Gentherm
THRM
+$1.23M

Top Sells

1
+$2.37M
2
+$2.13M
3
+$1.83M
4
FICO icon
Fair Isaac
FICO
+$1.5M
5
PANW icon
Palo Alto Networks
PANW
+$1.1M

Sector Composition

1 Technology 35.48%
2 Industrials 12.46%
3 Consumer Discretionary 9.11%
4 Financials 8.47%
5 Healthcare 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$948K 0.71%
104,540
+1,558
52
$932K 0.7%
15,172
+243
53
$852K 0.64%
61,408
+676
54
$738K 0.56%
4,115
+103
55
$672K 0.51%
64,888
+874
56
$645K 0.49%
223,204
+8,129
57
$643K 0.48%
11,200
+284
58
$525K 0.4%
6,266
+184
59
$514K 0.39%
6,138
+159
60
$499K 0.38%
4,936
+61
61
$492K 0.37%
13,362
+411
62
$477K 0.36%
15,259
+509
63
$285K 0.21%
15,195
+363
64
$273K 0.21%
6,229
+165
65
$208K 0.16%
867
66
$117K 0.09%
14,500
+113
67
– –
-719
68
– –
-3,215
69
– –
-23,441
70
– –
-5,724
1 2
3