BIM

Bogle Investment Management Portfolio holdings

AUM $63M
1-Year Est. Return 52.22%
This Quarter Est. Return
1 Year Est. Return
+52.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.4M
3
+$11M
4
ALGN icon
Align Technology
ALGN
+$11M
5
JOYY
JOYY Inc
JOYY
+$10.8M

Top Sells

1
+$12M
2
+$11.2M
3
+$9.84M
4
SOHU
Sohu.com
SOHU
+$9.63M
5
OWW
ORBITZ WORLDWIDE, INC
OWW
+$9.16M

Sector Composition

1 Technology 22.06%
2 Healthcare 16.35%
3 Industrials 10.49%
4 Consumer Discretionary 6.19%
5 Financials 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.31M 0.7%
+938,520
52
$8.21M 0.69%
414,273
+243,857
53
$8.1M 0.68%
469,600
+26,040
54
$8.04M 0.68%
60,762
+29,553
55
$8M 0.67%
581,248
+477,090
56
$7.82M 0.66%
403,455
57
$7.81M 0.66%
+284,249
58
$7.8M 0.66%
204,417
+25,650
59
$7.66M 0.65%
+47,470
60
$7.61M 0.64%
+189,480
61
$7.61M 0.64%
+2,001,792
62
$7.61M 0.64%
+482,255
63
$7.59M 0.64%
588,351
+198,708
64
$7.36M 0.62%
+268,597
65
$7.26M 0.61%
846,971
66
$7.23M 0.61%
+439,911
67
$7.18M 0.61%
482,320
+358,977
68
$7.11M 0.6%
148,512
69
$6.88M 0.58%
1,129,880
+273,532
70
$6.83M 0.58%
+1,891,713
71
$6.78M 0.57%
+716,051
72
$6.75M 0.57%
+895,680
73
$6.7M 0.57%
117,369
+59,369
74
$6.65M 0.56%
459,380
+237,680
75
$6.51M 0.55%
+550,080
1 2
3
4 5