BIM

Bogle Investment Management Portfolio holdings

AUM $63M
1-Year Est. Return 51.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+51.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.43B
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$13.1M
3
+$12.7M
4
TIMB icon
TIM SA
TIMB
+$12.4M
5
LPX icon
Louisiana-Pacific
LPX
+$12.3M

Top Sells

1
+$16.5M
2
+$15.3M
3
+$15.3M
4
LITE icon
Lumentum
LITE
+$13.7M
5
RYAAY icon
Ryanair
RYAAY
+$13M

Sector Composition

1 Healthcare 24.18%
2 Technology 16.96%
3 Consumer Discretionary 15.32%
4 Industrials 9.89%
5 Materials 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
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