BIP

Bouvel Investment Partners Portfolio holdings

AUM $327M
1-Year Est. Return 38.99%
This Quarter Est. Return
1 Year Est. Return
+38.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.9M
3
+$1.54M
4
THRM icon
Gentherm
THRM
+$1.29M
5
OLED icon
Universal Display
OLED
+$1.21M

Top Sells

1
+$5.39M
2
+$4.61M
3
+$2.84M
4
SMCI icon
Super Micro Computer
SMCI
+$1.43M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$1.4M

Sector Composition

1 Technology 36.11%
2 Industrials 12.99%
3 Healthcare 7.59%
4 Financials 5.1%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.5M 4.69%
240,903
+5,086
2
$11.7M 4.4%
123,759
+2,011
3
$10.6M 4%
178,840
+2,154
4
$9.05M 3.4%
74,553
-2,151
5
$8.38M 3.15%
19,467
-336
6
$7.84M 2.95%
28,917
-406
7
$7.73M 2.91%
41,481
-505
8
$6.85M 2.58%
13,950
-406
9
$6.02M 2.27%
216,376
+1,632
10
$6.01M 2.26%
9,683
-63
11
$5.83M 2.19%
37,019
+476
12
$5.79M 2.18%
6,538
-106
13
$5.73M 2.16%
141,048
+3,924
14
$5.43M 2.04%
9,489
-81
15
$5.34M 2.01%
19,520
-213
16
$5.22M 1.96%
15,283
-15,783
17
$5.04M 1.9%
69,939
-1,453
18
$4.87M 1.83%
14,679
-258
19
$4.6M 1.73%
24,381
-241
20
$4.25M 1.6%
114,119
+2,998
21
$4.08M 1.54%
54,335
-366
22
$4.07M 1.53%
16,329
-185
23
$3.98M 1.5%
7,865
+100
24
$3.95M 1.48%
23,787
-267
25
$3.78M 1.42%
45,148
-759
1
2 3 4