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
176
$1.98M 0.17%
+72,838
177
$1.96M 0.17%
+32,452
178
$1.95M 0.16%
+25,220
179
$1.91M 0.16%
+348,261
180
$1.91M 0.16%
+29,359
181
$1.91M 0.16%
40,089
182
$1.9M 0.16%
309,061
-279,190
183
$1.88M 0.16%
+228,660
184
$1.88M 0.16%
+2,986
185
$1.86M 0.16%
25,303
+882
186
$1.86M 0.16%
16,900
+1,100
187
$1.82M 0.15%
+92,802
188
$1.76M 0.15%
+73,200
189
$1.71M 0.14%
+90,390
190
$1.68M 0.14%
+130,526
191
$1.66M 0.14%
+82,322
192
$1.66M 0.14%
+180,771
193
$1.66M 0.14%
39,376
-3,736
194
$1.65M 0.14%
52,812
-15,741
195
$1.64M 0.14%
+63,498
196
$1.64M 0.14%
153,153
-249,399
197
$1.63M 0.14%
+66,649
198
$1.61M 0.14%
+270,927
199
$1.61M 0.14%
+161,745
200
$1.6M 0.13%
+46,022
6 7
8
9 10