BIP

Bouvel Investment Partners Portfolio holdings

AUM $347M
1-Year Est. Return 35.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.02%
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
+$9.78M
2
+$7.72M
3
+$6.4M
4
KKR icon
KKR & Co
KKR
+$5.81M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.22M

Top Sells

1
+$7.84M
2
+$5.83M
3
+$3.61M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$3.52M
5
SPSC icon
SPS Commerce
SPSC
+$3.51M

Sector Composition

1 Technology 37.75%
2 Industrials 13.6%
3 Healthcare 8.39%
4 Financials 4.72%
5 Communication Services 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.11M 0.71%
+25,481
52
$1.99M 0.67%
22,183
-346
53
$1.96M 0.66%
+80,967
54
$1.84M 0.62%
4,750
-397
55
$1.71M 0.58%
+44,143
56
$1.71M 0.58%
+23,030
57
$1.66M 0.56%
+30,808
58
$1.63M 0.55%
25,421
-246
59
$1.52M 0.51%
31,161
+9,458
60
$1.27M 0.43%
9,420
+1,710
61
$1.27M 0.43%
120,111
-2,036
62
$1.11M 0.38%
+1,523
63
$1.06M 0.36%
23,302
-1,245
64
$1.03M 0.35%
255,470
-13,397
65
$968K 0.33%
1,739
-32
66
$725K 0.25%
2,548
-11,825
67
$709K 0.24%
54,802
-3,431
68
$697K 0.24%
+133,086
69
$685K 0.23%
486,063
-18,957
70
$644K 0.22%
180,972
-5,147
71
$572K 0.19%
5,993
-501
72
$489K 0.17%
41,974
-1,908
73
$310K 0.1%
2,335
-17,071
74
– –
-21,862
75
– –
-38,625
1 2
3
4