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
$185M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$5.7M
3
+$3.2M
4
TTD icon
Trade Desk
TTD
+$2.49M
5
LLY icon
Eli Lilly
LLY
+$2.13M

Top Sells

1
+$5.94M
2
+$2.25M
3
+$2.19M
4
DXCM icon
DexCom
DXCM
+$2.04M
5
NVDA icon
NVIDIA
NVDA
+$1.57M

Sector Composition

1 Technology 35.06%
2 Industrials 12.44%
3 Consumer Discretionary 6.85%
4 Healthcare 5.88%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$246K 0.13%
867
77
$241K 0.13%
44,199
+376
78
– –
-15,901
79
– –
-7,680
80
– –
-73,210
81
– –
-14,270
82
– –
-82,584
1 2 3
4