BIP

Bouvel Investment Partners Portfolio holdings

AUM $347M
1-Year Est. Return 35.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.68M
3
+$967K
4
ENPH icon
Enphase Energy
ENPH
+$864K
5
OLED icon
Universal Display
OLED
+$864K

Top Sells

1
+$4.61M
2
+$2.92M
3
+$2.84M
4
SMCI icon
Super Micro Computer
SMCI
+$1.43M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$1.42M

Sector Composition

1 Technology 36.11%
2 Industrials 12.99%
3 Healthcare 7.59%
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
77
$225K 0.08%
43,882
+77
78
– –
-31,113
79
– –
-61,080
80
– –
-28,260
81
– –
-46,785
82
– –
-54,254
83
– –
-44,539
84
– –
-30,486
1 2 3
4