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
$17.7M
AUM Growth
-$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$383K

Top Sells

1
+$2.99M
2
+$1.85M
3
+$338

Sector Composition

1 Consumer Discretionary 78.29%
2 Consumer Staples 11.09%
3 Technology 10.34%
4 Financials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.11M 28.82%
55,141
2
$3.61M 20.37%
48,717
3
$2.48M 14%
31,000
4
$1.97M 11.09%
35,080
+6,840
5
$1.83M 10.34%
26,728
-43,600
6
$1.57M 8.88%
+8,500
7
$1.1M 6.23%
16,700
-28,000
8
$49K 0.28%
17,101
-118