BIP

Bouvel Investment Partners Portfolio holdings

AUM $345M
1-Year Est. Return 48.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$4.54M
3
+$4.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.01M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$2.5M

Top Sells

1
+$6.54M
2
+$3.73M
3
+$2.45M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$1.96M
5
ADBE icon
Adobe
ADBE
+$1.84M

Sector Composition

1 Technology 36.46%
2 Industrials 14.77%
3 Healthcare 7.51%
4 Financials 4.06%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.54M 0.78%
+30,668
52
$2.43M 0.75%
31,459
+651
53
$2.4M 0.73%
44,479
+336
54
$2.38M 0.73%
4,848
+99
55
$2.25M 0.69%
47,009
-372
56
$2.24M 0.69%
45,697
+2,174
57
$2.22M 0.68%
7,419
+144
58
$2.06M 0.63%
31,747
+586
59
$1.98M 0.61%
122,666
+2,555
60
$1.7M 0.52%
+10,435
61
$1.68M 0.51%
24,623
-798
62
$1.66M 0.51%
55,077
+275
63
$1.56M 0.48%
23,293
+263
64
$1.43M 0.44%
1,556
+33
65
$1.34M 0.41%
9,188
-232
66
$1.26M 0.39%
+110,817
67
$1.25M 0.38%
246,233
-9,237
68
$1.2M 0.37%
24,098
+796
69
$1.18M 0.36%
+11,753
70
$827K 0.25%
1,768
+29
71
$789K 0.24%
496,189
+10,126
72
$777K 0.24%
190,912
+9,940
73
$773K 0.24%
143,462
+10,376
74
$736K 0.23%
2,505
-43
75
$641K 0.2%
42,878
+904
1 2
3
4