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
$156M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.71M
3
+$2.56M
4
DOCU
DocuSign
DOCU
+$2.46M
5
U icon
Unity
U
+$1.61M

Top Sells

1
+$4.09M
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
– –
-200
78
– –
-897
79
– –
-25
80
– –
-570
81
– –
-46
82
– –
-1,100
83
– –
-25,569
1 2 3
4