BIP

Bouvel Investment Partners Portfolio holdings

AUM $327M
1-Year Est. Return 38.99%
This Quarter Est. Return
1 Year Est. Return
+38.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.9M
3
+$1.54M
4
THRM icon
Gentherm
THRM
+$1.29M
5
OLED icon
Universal Display
OLED
+$1.21M

Top Sells

1
+$5.39M
2
+$4.61M
3
+$2.84M
4
SMCI icon
Super Micro Computer
SMCI
+$1.43M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$1.4M

Sector Composition

1 Technology 36.11%
2 Industrials 12.99%
3 Healthcare 7.59%
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
+2,007
52
$1.78M 0.67%
32,399
-25,445
53
$1.76M 0.66%
120,524
+2,079
54
$1.61M 0.61%
25,667
+719
55
$1.54M 0.58%
+13,658
56
$1.52M 0.57%
5,971
-42
57
$1.39M 0.52%
17,376
-176
58
$1.29M 0.48%
+27,620
59
$1.21M 0.46%
+5,781
60
$1.2M 0.45%
17,867
-226
61
$1.09M 0.41%
10,980
-117
62
$1.08M 0.41%
72,476
+336
63
$1.03M 0.39%
24,547
-243
64
$1.02M 0.38%
21,703
-143
65
$969K 0.36%
7,710
+580
66
$941K 0.35%
1,771
-36
67
$912K 0.34%
248,434
+238,434
68
$879K 0.33%
505,020
+8,238
69
$856K 0.32%
378,634
+363,634
70
$847K 0.32%
6,494
+134
71
$805K 0.3%
35,595
+580
72
$790K 0.3%
268,867
+3,434
73
$748K 0.28%
58,233
+644
74
$743K 0.28%
186,119
+3,796
75
$614K 0.23%
122,147
-1,715
1 2
3
4