We are live on ! Find out more
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
426
– –
-29,204
427
– –
-160,277
428
– –
-290,491
429
– –
-58,668
430
– –
-5,709
431
– –
-102,502
432
– –
-70,008
433
– –
-34,020
434
– –
-165,800
435
– –
-54,300
436
– –
-278,836
437
– –
-100,717
438
– –
-32,307
439
– –
-132,551
440
– –
-77,521
441
– –
-32,249
442
– –
-20,096
443
– –
-206,984
444
– –
-30,058
445
– –
-74,455
446
– –
-158,344
447
– –
-35,319
448
– –
-78,419
449
– –
-105,620
450
– –
-135,924
15 16 17
18
19