BIP

Bouvel Investment Partners Portfolio holdings

AUM $345M
1-Year Est. Return 48.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$4.54M
3
+$4.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.01M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$2.5M

Top Sells

1
+$6.54M
2
+$3.73M
3
+$2.45M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$1.96M
5
ADBE icon
Adobe
ADBE
+$1.84M

Sector Composition

1 Technology 36.46%
2 Industrials 14.77%
3 Healthcare 7.51%
4 Financials 4.06%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$582K 0.18%
6,129
+136
77
$318K 0.1%
2,237
-98
78
$35K 0.01%
+15,000
79
– –
-4,750
80
– –
-12,033
81
– –
-80,967
1 2 3
4