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
$232M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$1.8M
3
+$989K
4
PLUG icon
Plug Power
PLUG
+$560K
5
CHPT icon
ChargePoint
CHPT
+$335K

Top Sells

1
+$2.59M
2
+$2.35M
3
+$1.42M
4
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$1.31M
5
AVAV icon
AeroVironment
AVAV
+$1.24M

Sector Composition

1 Technology 36.36%
2 Industrials 12.7%
3 Healthcare 7.21%
4 Consumer Discretionary 6.87%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.3M 4.43%
177,269
-6,633
2
$9.38M 4.05%
103,780
-28,640
3
$8.17M 3.53%
19,414
-251
4
$7.46M 3.22%
41,377
-163
5
$7.13M 3.08%
77,608
-2,537
6
$6.57M 2.84%
28,870
-232
7
$6.28M 2.71%
9,668
-48
8
$5.97M 2.58%
42,024
-270
9
$5.91M 2.55%
39,182
-210
10
$5.87M 2.54%
19,495
-89
11
$5.77M 2.49%
213,463
-7,350
12
$5.65M 2.44%
146,777
-5,206
13
$5.55M 2.4%
13,912
-11
14
$5.34M 2.31%
+36,649
15
$5.02M 2.17%
6,459
+2,313
16
$4.6M 1.99%
9,472
-72
17
$4.53M 1.95%
14,472
-109
18
$4.27M 1.85%
30,516
-241
19
$4.18M 1.81%
54,313
-622
20
$4.15M 1.79%
58,534
+1,140
21
$3.73M 1.61%
18,180
+125
22
$3.49M 1.51%
14,788
-516
23
$3.48M 1.5%
6,895
-24
24
$3.39M 1.46%
18,315
-94
25
$3.38M 1.46%
58,100
-300
1
2 3 4