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
$259M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.64M
3
+$4.03M
4
AMD icon
Advanced Micro Devices
AMD
+$2.37M
5
SMCI icon
Super Micro Computer
SMCI
+$2.11M

Top Sells

1
+$2.89M
2
+$2.8M
3
+$2.36M
4
HXL icon
Hexcel
HXL
+$1.44M
5
PYPL icon
PayPal
PYPL
+$1.44M

Sector Composition

1 Technology 35.95%
2 Industrials 11.6%
3 Healthcare 7.33%
4 Communication Services 5.83%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$370K 0.14%
22,772
-11
77
$166K 0.06%
45,880
-150
78
– –
-10,127
79
– –
-19,824
80
– –
-11,439
81
– –
-6,513
82
– –
-21,501
1 2 3
4