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
$156M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$2.99M
2 +$2.86M
3 +$2.71M
4
DOCU icon
DocuSign
DOCU
+$2.15M
5
AVAV icon
AeroVironment
AVAV
+$1.56M

Top Sells

1 +$2.84M
2 +$1.96M
3 +$1.84M
4
DDD icon
3D Systems Corp
DDD
+$1.54M
5
GLD icon
SPDR Gold Trust
GLD
+$1.47M

Sector Composition

1 Technology 40.37%
2 Industrials 14.51%
3 Consumer Discretionary 9.87%
4 Financials 9.69%
5 Healthcare 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.49M 3.52%
23,292
+1,134
2
$5.44M 3.49%
35,140
+1,300
3
$4.91M 3.15%
12,825
+735
4
$4.56M 2.93%
127,301
-79,288
5
$4.49M 2.88%
43,520
+1,720
6
$4.42M 2.83%
18,195
-3,899
7
$4.34M 2.78%
143,045
+5,275
8
$3.85M 2.47%
31,532
+1,305
9
$3.72M 2.39%
72,211
+1,267
10
$3.51M 2.25%
15,459
-61
11
$3.46M 2.22%
24,431
+1,347
12
$3.45M 2.22%
16,303
+870
13
$3.37M 2.16%
15,540
+763
14
$3.37M 2.16%
8,492
-18
15
$3.19M 2.04%
27,450
+13,438
16
$3.14M 2.02%
12,333
+599
17
$3.14M 2.01%
113,721
+52,754
18
$3.04M 1.95%
56,634
+2,904
19
$3M 1.92%
202,372
+3,997
20
$2.99M 1.92%
+76,487
21
$2.98M 1.91%
26,960
-130
22
$2.98M 1.91%
77,001
+3,799
23
$2.93M 1.88%
19,808
+10,056
24
$2.86M 1.83%
+10,309
25
$2.85M 1.83%
11,565
+621