BIP

Bouvel Investment Partners Portfolio holdings

AUM $347M
1-Year Est. Return 35.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.26M
3
+$2.14M
4
ZS icon
Zscaler
ZS
+$2.02M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.61M

Top Sells

1
+$5.13M
2
+$4.68M
3
+$3.11M
4
BAC icon
Bank of America
BAC
+$2.48M
5
FSLR icon
First Solar
FSLR
+$971K

Sector Composition

1 Technology 37.85%
2 Industrials 12.59%
3 Consumer Discretionary 10.07%
4 Healthcare 6.85%
5 Financials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-83,141
1 2 3
4