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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
$601M
AUM Growth
-$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$5.15M
3
+$4.93M
4
RSG icon
Republic Services
RSG
+$4.8M
5
PGR icon
Progressive
PGR
+$4.79M

Top Sells

1
+$13.2M
2
+$12.6M
3
+$12.1M
4
DXCM icon
DexCom
DXCM
+$11.8M
5
HPQ icon
HP
HPQ
+$11.7M

Sector Composition

1 Healthcare 23.62%
2 Technology 17.79%
3 Consumer Staples 15.06%
4 Industrials 11.35%
5 Consumer Discretionary 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$112K 0.02%
+13,500
302
$64K 0.01%
88,608
-35,559
303
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-62,133
304
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-60,331
305
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-319,442
306
– –
-118,560
307
– –
-53,500
308
– –
-80,539
309
– –
-71,112
310
– –
-261,735
311
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-469,512
312
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-13,500
313
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-13,733
314
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-40,924
315
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-344,663
316
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-121,040
317
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-13,344
318
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-91,414
319
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-21,900
320
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-29,603
321
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-123,800
322
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-191,134
323
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-5,107
324
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-68,916
325
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-12,500
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