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
$266M
AUM Growth
+$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.27M
3
+$1.76M
4
BA icon
Boeing
BA
+$1.13M
5
AMD icon
Advanced Micro Devices
AMD
+$915K

Top Sells

1
+$3.59M
2
+$2.55M
3
+$2.11M
4
PANW icon
Palo Alto Networks
PANW
+$1.94M
5
ITI
Iteris, Inc.
ITI
+$1.31M

Sector Composition

1 Technology 36.11%
2 Industrials 13.29%
3 Healthcare 7.3%
4 Financials 5.1%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.78%
88,616
-916
52
$1.78M 0.67%
32,399
-388
53
$1.76M 0.66%
+120,524
54
$1.61M 0.61%
25,667
-487
55
$1.54M 0.58%
13,658
-149
56
$1.52M 0.57%
5,971
-2
57
$1.39M 0.52%
17,376
-203
58
$1.29M 0.48%
27,620
-274
59
$1.21M 0.46%
5,781
-89
60
$1.2M 0.45%
17,867
-174
61
$1.09M 0.41%
10,980
-133
62
$1.08M 0.41%
72,476
-2,222
63
$1.03M 0.39%
24,547
+56
64
$1.02M 0.38%
21,703
-229
65
$969K 0.36%
7,710
-351
66
$941K 0.35%
1,771
-24
67
$912K 0.34%
248,434
-2,870
68
$879K 0.33%
505,020
+235,082
69
$856K 0.32%
378,634
-2,476
70
$847K 0.32%
6,494
-62
71
$805K 0.3%
35,595
+12,823
72
$790K 0.3%
268,867
-2,058
73
$748K 0.28%
58,233
+1,981
74
$743K 0.28%
186,119
+46,400
75
$614K 0.23%
+122,147
1 2
3
4