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
$1.34B
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.6M
3
+$12.5M
4
SOHU
Sohu.com
SOHU
+$11.8M
5
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$11.7M

Top Sells

1
+$19.3M
2
+$17.7M
3
+$16.8M
4
UTHR icon
United Therapeutics
UTHR
+$16.3M
5
CEMP
Cempra, Inc.
CEMP
+$16.1M

Sector Composition

1 Healthcare 23.19%
2 Consumer Discretionary 16.64%
3 Technology 13.55%
4 Industrials 9.45%
5 Financials 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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407
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416
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