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
$185M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$5.7M
3
+$3.2M
4
TTD icon
Trade Desk
TTD
+$2.49M
5
LLY icon
Eli Lilly
LLY
+$2.13M

Top Sells

1
+$5.94M
2
+$2.25M
3
+$2.19M
4
DXCM icon
DexCom
DXCM
+$2.04M
5
NVDA icon
NVIDIA
NVDA
+$1.57M

Sector Composition

1 Technology 35.06%
2 Industrials 12.44%
3 Consumer Discretionary 6.85%
4 Healthcare 5.88%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.77%
187,248
+38,647
52
$1.37M 0.74%
19,047
+52
53
$1.32M 0.71%
26,550
+2,821
54
$1.3M 0.7%
86,689
-94
55
$1.25M 0.68%
+19,237
56
$1.23M 0.67%
21,114
+255
57
$1.21M 0.65%
291,771
+1,720
58
$1.19M 0.64%
72,333
-53,276
59
$1.14M 0.62%
24,452
-452
60
$1.07M 0.58%
238,154
+1,763
61
$961K 0.52%
+16,314
62
$949K 0.51%
20,906
+391
63
$921K 0.5%
16,884
-122
64
$883K 0.48%
+5,627
65
$855K 0.46%
6,399
+1,786
66
$848K 0.46%
+1,722
67
$779K 0.42%
8,273
+1,195
68
$777K 0.42%
90,389
+989
69
$760K 0.41%
17,177
+155
70
$682K 0.37%
21,740
-105
71
$646K 0.35%
11,039
+25
72
$617K 0.33%
71,446
+685
73
$599K 0.32%
6,025
+44
74
$454K 0.25%
+175,161
75
$408K 0.22%
251,847
+4,997
1 2
3
4