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
$266M
AUM Growth
+$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.27M
3
+$1.76M
4
BA icon
Boeing
BA
+$1.13M
5
AMD icon
Advanced Micro Devices
AMD
+$915K

Top Sells

1
+$3.59M
2
+$2.55M
3
+$2.11M
4
PANW icon
Palo Alto Networks
PANW
+$1.94M
5
ITI
Iteris, Inc.
ITI
+$1.31M

Sector Composition

1 Technology 36.11%
2 Industrials 13.29%
3 Healthcare 7.3%
4 Financials 5.1%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$433K 0.16%
15,818
+197
77
$225K 0.08%
43,882
-1,998
78
– –
-57,300
79
– –
-25,720
80
– –
-305,730
81
– –
-301,980
1 2 3
4