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
$12.8M
AUM Growth
-$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$375K
2 +$208K

Top Sells

1 +$6.41M

Sector Composition

1 Consumer Discretionary 65.53%
2 Technology 22.4%
3 Consumer Staples 11.03%
4 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$6.55M 50.96%
55,141
2
$2.88M 22.4%
27,600
+3,600
3
$1.87M 14.57%
19,400
4
$1.42M 11.03%
22,854
+3,348
5
$134K 1.04%
42,659
6
-9,600