BIP

Bouvel Investment Partners Portfolio holdings

AUM $347M
1-Year Est. Return 35.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$7.72M
3
+$6.4M
4
KKR icon
KKR & Co
KKR
+$5.81M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.22M

Top Sells

1
+$7.84M
2
+$5.83M
3
+$3.61M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$3.52M
5
SPSC icon
SPS Commerce
SPSC
+$3.51M

Sector Composition

1 Technology 37.75%
2 Industrials 13.6%
3 Healthcare 8.39%
4 Financials 4.72%
5 Communication Services 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.8M 4.32%
251,147
+10,244
2
$12.3M 4.17%
133,748
+9,989
3
$12.2M 4.11%
76,961
+2,408
4
$12M 4.05%
87,753
-26,366
5
$10.7M 3.61%
+269,954
6
$9.85M 3.33%
19,805
+338
7
$9.79M 3.31%
+35,531
8
$9.23M 3.12%
42,077
+596
9
$8.07M 2.73%
142,025
-36,815
10
$7.79M 2.63%
14,327
+377
11
$7.69M 2.6%
9,768
+85
12
$7.05M 2.38%
9,545
+56
13
$6.6M 2.23%
+49,637
14
$6.36M 2.15%
31,076
+15,793
15
$6.35M 2.15%
24,658
+277
16
$6.09M 2.06%
+35,301
17
$6.06M 2.05%
219,457
+3,081
18
$5.78M 1.96%
+23,446
19
$5.62M 1.9%
72,628
+2,689
20
$5.37M 1.82%
19,696
+176
21
$5.35M 1.81%
14,998
+319
22
$5.25M 1.78%
6,737
+199
23
$5.11M 1.73%
54,792
+457
24
$4.94M 1.67%
45,948
+800
25
$4.32M 1.46%
18,562
+345
1
2 3 4