BIP

Bouvel Investment Partners Portfolio holdings

AUM $327M
1-Year Est. Return 38.99%
This Quarter Est. Return
1 Year Est. Return
+38.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$201K
3
+$180K
4
ADBE icon
Adobe
ADBE
+$180K
5
PANW icon
Palo Alto Networks
PANW
+$176K

Top Sells

1
+$646K
2
+$136K
3
+$132K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$98.8K
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$74.9K

Sector Composition

1 Technology 36.7%
2 Industrials 12.61%
3 Consumer Discretionary 6.87%
4 Healthcare 6.26%
5 Financials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$237K 0.11%
867
77
$221K 0.1%
45,200
+1,001
78
– –
-11,039
1 2 3
4