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
$178M
AUM Growth
+$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$520K
3
+$313K
4
APD icon
Air Products & Chemicals
APD
+$264K
5
DVY icon
iShares Select Dividend ETF
DVY
+$139K

Top Sells

1
+$587K
2
+$121K
3
+$103K
4
EPAM icon
EPAM Systems
EPAM
+$101K
5
XYZ
Block Inc
XYZ
+$62K

Sector Composition

1 Technology 41.57%
2 Industrials 10.69%
3 Consumer Discretionary 10.18%
4 Financials 8.96%
5 Healthcare 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.29M 4.65%
24,661
-97
2
$7.38M 4.14%
143,490
+67,741
3
$6.57M 3.68%
45,340
+60
4
$6.09M 3.42%
36,540
+140
5
$5.98M 3.35%
174,010
+9,105
6
$5.56M 3.12%
59,964
+486
7
$5.56M 3.12%
8,639
+66
8
$5.46M 3.06%
8,161
-151
9
$4.59M 2.57%
82,041
+1,459
10
$4.42M 2.48%
17,385
+33
11
$4.4M 2.47%
12,235
-17
12
$4.23M 2.37%
25,879
-94
13
$3.77M 2.12%
78,617
+604
14
$3.63M 2.04%
81,645
-315
15
$3.61M 2.02%
19,123
+137
16
$3.53M 1.98%
124,951
-1,918
17
$3.44M 1.93%
20,790
-87
18
$3.43M 1.93%
16,468
+120
19
$3.38M 1.89%
5,672
-72
20
$3.27M 1.83%
5,760
-95
21
$3M 1.68%
10,682
+52
22
$3M 1.68%
18,336
-286
23
$2.89M 1.62%
20,301
-191
24
$2.8M 1.57%
8,332
+68
25
$2.65M 1.48%
22,633
+179
1
2 3