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
$150M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$5.11M
3
+$4.61M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.76M
5
BSX icon
Boston Scientific
BSX
+$1.63M

Top Sells

1
+$7.13M
2
+$1.52M
3
+$643K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$597K
5
OLED icon
Universal Display
OLED
+$499K

Sector Composition

1 Technology 32.49%
2 Industrials 11.06%
3 Consumer Discretionary 8.64%
4 Financials 7.65%
5 Healthcare 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.8M 7.89%
145,759
+56,777
2
$9.75M 6.5%
+190,293
3
$5.11M 3.4%
+51,664
4
$4.42M 2.94%
39,097
+991
5
$4.41M 2.94%
158,970
-9,780
6
$4.3M 2.87%
18,463
+459
7
$4.09M 2.73%
50,008
+1,222
8
$3.71M 2.47%
27,498
+666
9
$3.56M 2.37%
37,186
+906
10
$3.55M 2.37%
9,176
+232
11
$3.54M 2.36%
82,196
-156
12
$3.36M 2.24%
83,598
+1,984
13
$3.27M 2.18%
11,787
+61
14
$3.19M 2.13%
8,815
+80
15
$3.1M 2.07%
22,156
+531
16
$2.92M 1.95%
17,480
+418
17
$2.76M 1.84%
131,267
+1,300
18
$2.76M 1.84%
+16,163
19
$2.67M 1.78%
18,538
+446
20
$2.64M 1.76%
87,387
+2,089
21
$2.6M 1.73%
20,930
+187
22
$2.56M 1.71%
19,357
+222
23
$2.52M 1.68%
48,739
+509
24
$2.49M 1.66%
13,274
+347
25
$2.37M 1.58%
55,219
+1,407
1
2 3