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
$155M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.02M
3
+$289K
4
FSLR icon
First Solar
FSLR
+$100K
5
SPSC icon
SPS Commerce
SPSC
+$97.9K

Top Sells

1
+$2.52M
2
+$433K
3
+$85K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$49.5K
5
ISRG icon
Intuitive Surgical
ISRG
+$40.9K

Sector Composition

1 Technology 31.35%
2 Industrials 11.25%
3 Consumer Discretionary 8.65%
4 Financials 7.63%
5 Healthcare 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.7%
8,993
-34
52
$1.02M 0.66%
+5,346
53
$994K 0.64%
15,820
+616
54
$850K 0.55%
4,323
+169
55
$845K 0.55%
271,647
+9,677
56
$826K 0.53%
80,050
+2,842
57
$821K 0.53%
224,914
+8,440
58
$788K 0.51%
19,388
+662
59
$759K 0.49%
30,047
+1,008
60
$684K 0.44%
106,507
-610
61
$645K 0.42%
7,602
+318
62
$584K 0.38%
20,428
+758
63
$554K 0.36%
15,958
+522
64
$502K 0.32%
10,247
+475
65
$378K 0.24%
68,022
+2,590
66
$315K 0.2%
41,192
+1,534
67
$267K 0.17%
867
68
– –
-48,739
69
– –
-56,981
1 2
3