BIP
Bouvel Investment Partners Portfolio holdings
AUM
$327M
1-Year Est. Return
38.99%
1 Year Est. Return
+38.99%
AUM
$327M
AUM Growth
+$31M
(+10%)
Holding
81
Top Buys
| 1 | +$5.65M | |
| 2 | +$5.64M | |
| 3 | +$4.77M | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$4.02M |
| 5 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
+$2.54M |
Top Sells
| 1 | +$7.36M | |
| 2 | +$3.73M | |
| 3 | +$2.62M | |
| 4 |
ProShares Short 20+ Year Treasury ETF
TBF
|
+$1.96M |
| 5 |
Adobe
ADBE
|
+$1.84M |
Sector Composition
| 1 | Technology | 36.7% |
| 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 | |
|---|---|---|---|---|---|---|
76
Illumina
ILMN
$21.6B
| $582K | 0.18% |
6,129
+136
|
|
||
77
iShares Select Dividend ETF
DVY
$21.8B
| $318K | 0.1% |
2,237
-98
|
|
||
78
Plug Power
PLUG
$3.28B
| $35K | 0.01% |
+15,000
|
|
||
|
79
Adobe
ADBE
$122B
| – | – |
-4,750
|
|
||
80
Autodesk
ADSK
$56.3B
| – | – |
-12,033
|
|
||
|
81
ProShares Short 20+ Year Treasury ETF
TBF
$64.5M
| – | – |
-80,967
|
|