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
$214M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$201K
3
+$180K
4
ADBE icon
Adobe
ADBE
+$180K
5
PANW icon
Palo Alto Networks
PANW
+$176K

Top Sells

1
+$646K
2
+$136K
3
+$132K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$98.8K
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$74.9K

Sector Composition

1 Technology 36.7%
2 Industrials 12.91%
3 Consumer Discretionary 6.87%
4 Healthcare 5.96%
5 Financials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.1M 4.72%
183,902
-2,405
2
$7.41M 3.46%
80,145
-306
3
$7.39M 3.45%
19,665
+534
4
$6.56M 3.06%
132,420
+3,490
5
$6.31M 2.95%
41,540
+1,187
6
$6.24M 2.91%
42,294
+1,194
7
$6.07M 2.84%
9,716
+256
8
$5.96M 2.78%
220,813
-2,583
9
$5.5M 2.57%
39,392
+1,063
10
$5.45M 2.55%
29,102
+778
11
$5.35M 2.5%
151,983
-3,864
12
$5.15M 2.41%
19,584
+458
13
$4.7M 2.19%
13,923
+254
14
$4.13M 1.93%
6,919
+301
15
$3.86M 1.8%
17,417
+776
16
$3.81M 1.78%
14,618
+396
17
$3.79M 1.77%
18,055
+86
18
$3.66M 1.71%
45,214
-502
19
$3.57M 1.67%
18,409
+768
20
$3.51M 1.64%
14,581
+415
21
$3.46M 1.62%
57,394
+183
22
$3.38M 1.58%
54,935
+1,485
23
$3.38M 1.58%
9,544
+192
24
$3.36M 1.57%
15,304
-450
25
$3.2M 1.49%
25,379
+999
1
2 3 4