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
$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 13.29%
3 Healthcare 7.3%
4 Financials 5.1%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EVTR icon
1
Eaton Vance Total Return Bond ETF
EVTR
$3.16B
$12.5M 4.69%
240,903
+5,086
BOND icon
2
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.96B
$11.7M 4.4%
123,759
+2,011
JEPI icon
3
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$10.6M 4%
178,840
+2,154
NVDA icon
4
NVIDIA
NVDA
$4.46T
$9.05M 3.4%
74,553
-2,151
MSFT icon
5
Microsoft
MSFT
$3.82T
$8.38M 3.15%
19,467
-336
AXP icon
6
American Express
AXP
$239B
$7.84M 2.95%
28,917
-406
AMZN icon
7
Amazon
AMZN
$2.27T
$7.73M 2.91%
41,481
-505
ISRG icon
8
Intuitive Surgical
ISRG
$160B
$6.85M 2.58%
13,950
-406
CGMS icon
9
Capital Group US Multi-Sector Income ETF
CGMS
$3.31B
$6.02M 2.27%
216,376
+1,632
INTU icon
10
Intuit
INTU
$184B
$6.01M 2.26%
9,683
-63
QUS icon
11
SPDR MSCI USA StrategicFactors ETF
QUS
$1.52B
$5.83M 2.19%
37,019
+476
LLY icon
12
Eli Lilly
LLY
$720B
$5.79M 2.18%
6,538
-106
PRF icon
13
Invesco FTSE RAFI US 1000 ETF
PRF
$8.55B
$5.73M 2.16%
141,048
+3,924
META icon
14
Meta Platforms (Facebook)
META
$1.8T
$5.43M 2.04%
9,489
-81
CRM icon
15
Salesforce
CRM
$231B
$5.34M 2.01%
19,520
-213
PANW icon
16
Palo Alto Networks
PANW
$141B
$5.22M 1.96%
15,283
-15,783
MRVL icon
17
Marvell Technology
MRVL
$75.8B
$5.04M 1.9%
69,939
-1,453
ETN icon
18
Eaton
ETN
$145B
$4.87M 1.83%
14,679
-258
GE icon
19
GE Aerospace
GE
$318B
$4.6M 1.73%
24,381
-241
PLTR icon
20
Palantir
PLTR
$423B
$4.25M 1.6%
114,119
+2,998
UBER icon
21
Uber
UBER
$192B
$4.08M 1.54%
54,335
-366
FSLR icon
22
First Solar
FSLR
$24.9B
$4.07M 1.53%
16,329
-185
SNPS icon
23
Synopsys
SNPS
$83.1B
$3.98M 1.5%
7,865
+100
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$3.06T
$3.95M 1.48%
23,787
-267
BSX icon
25
Boston Scientific
BSX
$147B
$3.78M 1.42%
45,148
-759
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