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
$232M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$1.8M
3
+$989K
4
PLUG icon
Plug Power
PLUG
+$560K
5
CHPT icon
ChargePoint
CHPT
+$335K

Top Sells

1
+$2.59M
2
+$2.35M
3
+$1.42M
4
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$1.31M
5
AVAV icon
AeroVironment
AVAV
+$1.24M

Sector Composition

1 Technology 36.36%
2 Industrials 12.7%
3 Healthcare 7.21%
4 Consumer Discretionary 6.87%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.69%
27,871
+747
52
$1.54M 0.66%
26,446
-171
53
$1.53M 0.66%
18,033
+427
54
$1.49M 0.65%
21,928
+80
55
$1.49M 0.64%
301,740
+6,850
56
$1.46M 0.63%
305,673
+8,295
57
$1.44M 0.62%
19,824
-135
58
$1.44M 0.62%
21,501
-50
59
$1.36M 0.59%
17,594
-48
60
$1.3M 0.56%
6,513
+82
61
$1.26M 0.54%
365,054
+162,692
62
$1.12M 0.49%
1,793
+39
63
$989K 0.43%
+139,656
64
$988K 0.43%
5,864
+36
65
$951K 0.41%
8,246
-11
66
$927K 0.4%
24,253
+7,231
67
$899K 0.39%
6,730
+86
68
$767K 0.33%
268,967
+89,353
69
$677K 0.29%
54,594
+25,227
70
$642K 0.28%
76,847
+2,518
71
$608K 0.26%
22,783
+597
72
$608K 0.26%
251,226
+7,632
73
$576K 0.25%
15,163
+8,812
74
$510K 0.22%
269,849
+12,224
75
$148K 0.06%
46,030
+830
1 2
3
4