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
$133M
AUM Growth
-$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$2.42M
3
+$2.34M
4
SLAB icon
Silicon Laboratories
SLAB
+$1.75M
5
THRM icon
Gentherm
THRM
+$1.23M

Top Sells

1
+$2.37M
2
+$2.13M
3
+$1.83M
4
FICO icon
Fair Isaac
FICO
+$1.5M
5
PANW icon
Palo Alto Networks
PANW
+$1.1M

Sector Composition

1 Technology 35.48%
2 Industrials 12.46%
3 Consumer Discretionary 9.11%
4 Financials 8.47%
5 Healthcare 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.37M 5.55%
+88,982
2
$7.13M 5.37%
142,226
-2,916
3
$5M 3.77%
168,750
-4,700
4
$4.62M 3.48%
18,004
-7,132
5
$4.05M 3.05%
38,106
+166
6
$4.02M 3.02%
48,786
-13,422
7
$3.95M 2.98%
36,280
-9,740
8
$3.72M 2.8%
26,832
+5
9
$3.67M 2.77%
82,352
-635
10
$3.45M 2.6%
8,944
-19
11
$3.2M 2.41%
81,614
+41
12
$2.99M 2.25%
18,092
+55
13
$2.96M 2.23%
17,062
+9
14
$2.94M 2.21%
21,625
+33
15
$2.65M 2%
85,298
+608
16
$2.59M 1.95%
12,927
+95
17
$2.58M 1.94%
8,735
+182
18
$2.54M 1.91%
26,371
+18
19
$2.52M 1.9%
48,230
+592
20
$2.42M 1.82%
+159,520
21
$2.35M 1.77%
20,743
+262
22
$2.34M 1.76%
+53,812
23
$2.31M 1.74%
19,673
+985
24
$2.29M 1.72%
11,726
+538
25
$2.24M 1.69%
27,261
+292
1
2 3