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
$183M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.42M
3
+$2.4M
4
MS icon
Morgan Stanley
MS
+$2.14M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.61M

Top Sells

1
+$5.13M
2
+$4.64M
3
+$3.11M
4
BAC icon
Bank of America
BAC
+$2.48M
5
PANW icon
Palo Alto Networks
PANW
+$1.12M

Sector Composition

1 Technology 37.85%
2 Industrials 12.59%
3 Consumer Discretionary 10.07%
4 Healthcare 6.85%
5 Financials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.76%
20,859
+477
52
$1.36M 0.75%
82,584
+3,523
53
$1.24M 0.68%
86,783
+3,442
54
$1.22M 0.67%
23,729
+17
55
$1.17M 0.64%
24,904
-267
56
$1.15M 0.63%
20,515
+558
57
$1.15M 0.63%
290,051
+10,696
58
$1.13M 0.62%
17,022
+605
59
$1.1M 0.6%
17,006
+591
60
$1.05M 0.58%
5,981
+443
61
$949K 0.52%
21,845
+820
62
$841K 0.46%
4,613
+167
63
$754K 0.41%
236,391
+9,326
64
$705K 0.39%
+89,400
65
$701K 0.38%
11,014
+467
66
$693K 0.38%
7,078
-190
67
$624K 0.34%
7,680
+80
68
$607K 0.33%
246,850
+12,811
69
$592K 0.32%
70,761
+770
70
$331K 0.18%
+3,617
71
$294K 0.16%
43,823
+1,391
72
$260K 0.14%
867
73
– –
-86,848
74
– –
-30,669
75
– –
-51,686
1 2
3
4