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
$155M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.02M
3
+$289K
4
FSLR icon
First Solar
FSLR
+$100K
5
SPSC icon
SPS Commerce
SPSC
+$97.9K

Top Sells

1
+$2.52M
2
+$433K
3
+$85K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$49.5K
5
ISRG icon
Intuitive Surgical
ISRG
+$40.9K

Sector Composition

1 Technology 31.35%
2 Industrials 11.25%
3 Consumer Discretionary 8.65%
4 Financials 7.63%
5 Healthcare 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.8M 7.61%
145,329
-430
2
$10.4M 6.69%
190,273
-20
3
$5.05M 3.26%
51,162
-502
4
$4.96M 3.2%
159,875
+905
5
$4.43M 2.86%
18,462
-1
6
$4.04M 2.6%
27,320
-178
7
$3.94M 2.54%
82,203
+7
8
$3.73M 2.4%
17,389
-91
9
$3.56M 2.3%
9,144
-32
10
$3.48M 2.25%
13,120
-154
11
$3.48M 2.25%
49,878
-130
12
$3.44M 2.22%
83,377
-221
13
$3.28M 2.12%
22,027
-129
14
$3.28M 2.11%
37,141
-45
15
$3.27M 2.11%
38,958
-139
16
$3.2M 2.06%
12,072
+285
17
$3M 1.94%
20,027
+670
18
$2.98M 1.92%
9,095
+280
19
$2.88M 1.86%
87,097
-290
20
$2.87M 1.85%
15,967
-196
21
$2.79M 1.8%
21,692
+762
22
$2.72M 1.75%
26,942
-109
23
$2.61M 1.69%
13,709
-55
24
$2.45M 1.58%
28,610
+1,035
25
$2.45M 1.58%
18,464
-74
1
2 3