BIM

Bogle Investment Management Portfolio holdings

AUM $63M
1-Year Est. Return 52.22%
This Quarter Est. Return
1 Year Est. Return
+52.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$818M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1 +$10.7M
2 +$10.4M
3 +$9.79M
4
SWFT
Swift Transportation Company
SWFT
+$9.49M
5
KKD
KRISPY KREME DOUGHNUTS INC
KKD
+$9.37M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.65%
2 Technology 16.57%
3 Industrials 12.16%
4 Consumer Discretionary 8.44%
5 Financials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$122K 0.01%
+24,651
277
$78K 0.01%
+6,602
278
$70K 0.01%
+22,601
279
$59K 0.01%
+15,000