BS

Biglari Sardar Portfolio holdings

AUM $47.1M
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.9M
AUM Growth
+$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$4.25M
2 +$638K

Top Sells

1 +$728K

Sector Composition

1 Consumer Discretionary 59.84%
2 Financials 35.21%
3 Consumer Staples 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.71M 59.84%
55,141
2
$4.25M 32.95%
+6,800
3
$638K 4.95%
+12,167
4
$291K 2.26%
70,001
-175,234