BIP
Bouvel Investment Partners Portfolio holdings
AUM
$296M
This Quarter Return
+31.29%
1 Year Return
+30.08%
3 Year Return
+127.62%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$141M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.38%
Holding
77
New
77
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Plug Power
PLUG
|
$7.01M |
| 2 |
Amazon
AMZN
|
$5.51M |
| 3 |
PayPal
PYPL
|
$5.17M |
| 4 |
Microsoft
MSFT
|
$4.93M |
| 5 |
Intuit
INTU
|
$4.59M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 40.21% |
| 2 | Industrials | 15.05% |
| 3 | Healthcare | 9.64% |
| 4 | Consumer Discretionary | 9.53% |
| 5 | Financials | 8.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
AT&T
T
$209B
| $1K | ﹤0.01% | +35 | New | +$1K |
|
77
Ford
F
$46.8B
| $0 | ﹤0.01% | +25 | New | – |
|