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
$20.2M
AUM Growth
+$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$2.89M
2 +$2.53M
3 +$1.87M
4
KO icon
Coca-Cola
KO
+$435K

Top Sells

1 +$67.3K

Sector Composition

1 Consumer Discretionary 47.68%
2 Financials 32.29%
3 Technology 14.31%
4 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.09M 35.16%
55,141
2
$6.41M 31.77%
9,600
+2,800
3
$2.89M 14.31%
+24,000
4
$2.53M 12.52%
+19,400
5
$1.16M 5.72%
19,506
+7,339
6
$105K 0.52%
42,659
-27,342