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
$141M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$5.4M
2 +$4.76M
3 +$4.68M
4
PYPL icon
PayPal
PYPL
+$4.58M
5
INTU icon
Intuit
INTU
+$4.25M

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 Change
in Stake
Capital Flow
76
$1K ﹤0.01%
+46
77
$0 ﹤0.01%
+25