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
$232M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$1.65M
3
+$946K
4
PLUG icon
Plug Power
PLUG
+$605K
5
AEHR icon
Aehr Test Systems
AEHR
+$420K

Top Sells

1
+$2.35M
2
+$2.08M
3
+$1.42M
4
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$1.31M
5
AVAV icon
AeroVironment
AVAV
+$1.08M

Sector Composition

1 Technology 36.36%
2 Industrials 12.37%
3 Healthcare 7.54%
4 Consumer Discretionary 6.87%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-867
77
– –
-24,402
78
– –
-44,899
79
– –
-70,915
1 2 3
4