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

Top Buys

1 +$5.34M
2 +$1.8M
3 +$989K
4
PLUG icon
Plug Power
PLUG
+$560K
5
CHPT icon
ChargePoint
CHPT
+$335K

Top Sells

1 +$2.59M
2 +$2.35M
3 +$1.42M
4
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$1.31M
5
AVAV icon
AeroVironment
AVAV
+$1.24M

Sector Composition

1 Technology 36.36%
2 Industrials 12.7%
3 Healthcare 7.21%
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