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
$296M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.79M
3
+$6.6M
4
FISV
Fiserv Inc
FISV
+$6.09M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.78M

Top Sells

1
+$7.84M
2
+$5.83M
3
+$3.61M
4
PLTR icon
Palantir
PLTR
+$3.59M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$3.52M

Sector Composition

1 Technology 37.75%
2 Industrials 13.94%
3 Healthcare 8.04%
4 Financials 4.72%
5 Communication Services 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHY icon
51
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$2.11M 0.71%
+25,481
TER icon
52
Teradyne
TER
$26.6B
$1.99M 0.67%
22,183
-346
TBF icon
53
ProShares Short 20+ Year Treasury ETF
TBF
$71.3M
$1.96M 0.66%
+80,967
ADBE icon
54
Adobe
ADBE
$139B
$1.84M 0.62%
4,750
-397
SYM icon
55
Symbotic
SYM
$6.48B
$1.71M 0.58%
+44,143
PYPL icon
56
PayPal
PYPL
$58.8B
$1.71M 0.58%
+23,030
MRCY icon
57
Mercury Systems
MRCY
$4.26B
$1.66M 0.56%
+30,808
DGRO icon
58
iShares Core Dividend Growth ETF
DGRO
$35.6B
$1.63M 0.55%
25,421
-246
CRSP icon
59
CRISPR Therapeutics
CRSP
$5.01B
$1.52M 0.51%
31,161
+9,458
ITOT icon
60
iShares Core S&P Total US Stock Market ETF
ITOT
$78.2B
$1.27M 0.43%
9,420
+1,710
JOBY icon
61
Joby Aviation
JOBY
$13.1B
$1.27M 0.43%
120,111
-2,036
MPWR icon
62
Monolithic Power Systems
MPWR
$44.1B
$1.11M 0.38%
+1,523
VICR icon
63
Vicor
VICR
$3.97B
$1.06M 0.36%
23,302
-1,245
SRTA
64
Strata Critical Medical Inc
SRTA
$414M
$1.03M 0.35%
255,470
-13,397
HUBS icon
65
HubSpot
HUBS
$20.8B
$968K 0.33%
1,739
-32
VOT icon
66
Vanguard Mid-Cap Growth ETF
VOT
$17.1B
$725K 0.25%
2,548
-11,825
AEHR icon
67
Aehr Test Systems
AEHR
$610M
$709K 0.24%
54,802
-3,431
AUR icon
68
Aurora
AUR
$7.99B
$697K 0.24%
+133,086
CERS icon
69
Cerus
CERS
$311M
$685K 0.23%
486,063
-18,957
INDI icon
70
indie Semiconductor
INDI
$780M
$644K 0.22%
180,972
-5,147
ILMN icon
71
Illumina
ILMN
$18.4B
$572K 0.19%
5,993
-501
ADPT icon
72
Adaptive Biotechnologies
ADPT
$2.15B
$489K 0.17%
41,974
-1,908
DVY icon
73
iShares Select Dividend ETF
DVY
$20.7B
$310K 0.1%
2,335
-17,071
EDV icon
74
Vanguard World Funds Extended Duration ETF
EDV
$3.88B
– –
-44,119
ENPH icon
75
Enphase Energy
ENPH
$3.75B
– –
-13,658
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3
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