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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
401
– –
-61,089
402
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-50,454
403
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-11,696
404
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-4,804
405
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-868,375
406
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-723,727
407
– –
-10,954
408
– –
-22,991
409
– –
-4,000
410
– –
-123,275
411
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-48,219
412
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-12,212
413
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-52,724
414
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-51,728
415
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-10,300
416
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-60,021
417
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-279,300
418
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-4,943
419
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-19,500
420
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-76,414
421
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-11,571
422
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-159,900
423
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-95,770
424
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-46,463
425
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-2,650
15 16
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