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
$214M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$201K
3
+$180K
4
ADBE icon
Adobe
ADBE
+$180K
5
PANW icon
Palo Alto Networks
PANW
+$176K

Top Sells

1
+$646K
2
+$136K
3
+$132K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$98.8K
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$74.9K

Sector Composition

1 Technology 36.7%
2 Industrials 12.91%
3 Consumer Discretionary 6.87%
4 Healthcare 5.96%
5 Financials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.7%
94,318
+3,929
52
$1.48M 0.69%
19,505
+458
53
$1.47M 0.69%
19,959
+722
54
$1.43M 0.67%
26,617
+67
55
$1.42M 0.66%
70,915
-1,418
56
$1.42M 0.66%
27,124
+502
57
$1.37M 0.64%
17,642
+758
58
$1.37M 0.64%
21,848
+942
59
$1.36M 0.64%
17,606
+429
60
$1.33M 0.62%
6,431
+63
61
$1.32M 0.62%
21,551
+437
62
$1.31M 0.61%
24,402
-50
63
$1.11M 0.52%
5,828
+201
64
$1.07M 0.5%
243,594
+5,440
65
$1.02M 0.48%
1,754
+32
66
$911K 0.43%
202,362
+15,114
67
$907K 0.42%
22,186
+446
68
$900K 0.42%
6,644
+245
69
$869K 0.41%
8,257
-16
70
$779K 0.36%
+29,367
71
$765K 0.36%
17,022
+708
72
$634K 0.3%
179,614
+4,453
73
$556K 0.26%
257,625
+5,778
74
$462K 0.22%
74,329
+2,883
75
$297K 0.14%
6,351
+326
1 2
3
4