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
$171M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.48M
3
+$623K
4
FSLR icon
First Solar
FSLR
+$134K
5
SPSC icon
SPS Commerce
SPSC
+$99.9K

Top Sells

1
+$2.57M
2
+$1.23M
3
+$623K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$48.4K
5
PANW icon
Palo Alto Networks
PANW
+$33.4K

Sector Composition

1 Technology 34.94%
2 Industrials 10.64%
3 Consumer Discretionary 8.97%
4 Financials 6.79%
5 Healthcare 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.69%
23,712
+31
52
$1.16M 0.68%
5,538
+192
53
$1.14M 0.66%
25,171
-57,032
54
$1.13M 0.66%
16,417
+597
55
$1.12M 0.66%
83,341
+3,291
56
$1.01M 0.59%
4,446
+123
57
$974K 0.57%
227,065
+7,230
58
$903K 0.53%
19,957
+569
59
$898K 0.52%
106,232
-275
60
$787K 0.46%
16,415
+457
61
$703K 0.41%
10,547
+300
62
$695K 0.41%
234,039
+9,125
63
$682K 0.4%
21,025
+597
64
$658K 0.38%
7,268
-334
65
$623K 0.36%
+7,600
66
$592K 0.35%
69,991
+1,969
67
$500K 0.29%
30,669
+622
68
$375K 0.22%
42,432
+1,240
69
$249K 0.15%
867
1 2
3