BIP

Bouvel Investment Partners Portfolio holdings

AUM $296M
1-Year Est. Return 30.08%
This Quarter Est. Return
1 Year Est. Return
+30.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.86M
3
+$2.71M
4
DOCU icon
DocuSign
DOCU
+$2.15M
5
AVAV icon
AeroVironment
AVAV
+$1.56M

Top Sells

1
+$2.84M
2
+$1.96M
3
+$1.84M
4
DDD icon
3D Systems Corp
DDD
+$1.54M
5
GLD icon
SPDR Gold Trust
GLD
+$1.47M

Sector Composition

1 Technology 40.37%
2 Industrials 14.51%
3 Consumer Discretionary 9.87%
4 Financials 9.69%
5 Healthcare 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-116
77
– –
-20
78
– –
-897
79
– –
-25
80
– –
-570
81
– –
-46
82
– –
-1,100
83
– –
-25,569
1 2 3
4