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
$185M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$5.7M
3
+$3.2M
4
TTD icon
Trade Desk
TTD
+$2.49M
5
LLY icon
Eli Lilly
LLY
+$2.13M

Top Sells

1
+$5.94M
2
+$2.25M
3
+$2.19M
4
DXCM icon
DexCom
DXCM
+$2.04M
5
NVDA icon
NVIDIA
NVDA
+$1.57M

Sector Composition

1 Technology 35.06%
2 Industrials 12.44%
3 Consumer Discretionary 6.85%
4 Healthcare 5.88%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.98M 5.39%
186,307
-1,129
2
$7.07M 3.82%
80,451
+76,834
3
$6.04M 3.27%
19,131
+231
4
$5.7M 3.08%
+223,396
5
$5.61M 3.03%
128,930
-36,130
6
$5.13M 2.77%
40,353
+529
7
$5.02M 2.71%
38,329
+434
8
$4.96M 2.68%
155,847
+642
9
$4.83M 2.61%
9,460
+118
10
$4.82M 2.6%
41,100
+336
11
$4.23M 2.28%
28,324
+352
12
$4M 2.16%
13,669
+162
13
$3.88M 2.1%
19,126
+222
14
$3.37M 1.82%
6,618
+49
15
$3.32M 1.79%
17,969
+217
16
$3.2M 1.73%
+45,716
17
$3.1M 1.67%
57,211
+770
18
$3.07M 1.66%
15,754
+66
19
$3.02M 1.63%
14,166
+187
20
$3.01M 1.63%
17,641
-5,632
21
$2.81M 1.52%
9,352
+110
22
$2.73M 1.48%
90,497
-740
23
$2.73M 1.47%
14,222
+164
24
$2.72M 1.47%
24,380
-29
25
$2.64M 1.43%
38,655
+3,119
1
2 3 4