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
$150M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$5.11M
3
+$4.61M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.76M
5
BSX icon
Boston Scientific
BSX
+$1.63M

Top Sells

1
+$7.13M
2
+$1.52M
3
+$643K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$597K
5
OLED icon
Universal Display
OLED
+$499K

Sector Composition

1 Technology 32.49%
2 Industrials 11.06%
3 Consumer Discretionary 8.64%
4 Financials 7.65%
5 Healthcare 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.73%
213,416
-874
52
$998K 0.67%
20,065
+294
53
$871K 0.58%
107,117
+2,577
54
$836K 0.56%
15,204
+32
55
$784K 0.52%
77,208
+15,800
56
$779K 0.52%
216,474
+1,971
57
$778K 0.52%
261,970
+38,766
58
$771K 0.51%
4,154
+39
59
$676K 0.45%
9,772
+3,506
60
$671K 0.45%
65,432
+544
61
$627K 0.42%
19,670
+6,308
62
$612K 0.41%
29,039
+13,844
63
$579K 0.39%
7,284
+1,146
64
$433K 0.29%
+56,981
65
$416K 0.28%
15,436
+177
66
$282K 0.19%
39,658
+25,158
67
$202K 0.13%
867
68
– –
-11,200
69
– –
-4,936
70
– –
-6,194
71
– –
-6,229
72
– –
-142,226
1 2
3