BIP

Bouvel Investment Partners Portfolio holdings

AUM $347M
1-Year Est. Return 35.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$7.72M
3
+$6.4M
4
KKR icon
KKR & Co
KKR
+$5.81M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.22M

Top Sells

1
+$7.84M
2
+$5.83M
3
+$3.61M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$3.52M
5
SPSC icon
SPS Commerce
SPSC
+$3.51M

Sector Composition

1 Technology 37.75%
2 Industrials 13.6%
3 Healthcare 8.39%
4 Financials 4.72%
5 Communication Services 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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