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
$164M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$233K
3
+$228K
4
ISRG icon
Intuitive Surgical
ISRG
+$180K
5
AXP icon
American Express
AXP
+$177K

Top Sells

1
+$1.81M
2
+$1.1M
3
+$202K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$40.5K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$19.1K

Sector Composition

1 Technology 37.37%
2 Industrials 12.67%
3 Consumer Discretionary 11.04%
4 Financials 9.44%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.75M 4.72%
25,136
+475
2
$7.43M 4.53%
145,142
+1,652
3
$6.45M 3.93%
62,208
+2,244
4
$6.4M 3.9%
46,020
+680
5
$6.18M 3.77%
37,940
+1,400
6
$5.93M 3.61%
173,450
-560
7
$5.02M 3.06%
26,827
+948
8
$4.49M 2.74%
82,987
+946
9
$4.31M 2.63%
8,963
+324
10
$3.95M 2.41%
81,573
+2,956
11
$3.87M 2.36%
12,832
+597
12
$3.83M 2.33%
18,037
+652
13
$3.79M 2.31%
21,592
+802
14
$3.61M 2.2%
126,127
+1,176
15
$3.49M 2.13%
84,690
+3,045
16
$3.32M 2.02%
17,053
+585
17
$2.83M 1.73%
47,638
+762
18
$2.69M 1.64%
20,481
+180
19
$2.64M 1.61%
5,804
+44
20
$2.61M 1.59%
26,353
+943
21
$2.57M 1.57%
13,414
+484
22
$2.54M 1.55%
26,969
+220
23
$2.54M 1.55%
8,553
+392
24
$2.46M 1.5%
32,148
+863
25
$2.45M 1.49%
111,845
+1,111
1
2 3