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
$18.8M
AUM Growth
+$1.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$434K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 75.04%
2 Consumer Staples 14.17%
3 Technology 10.58%
4 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.22M 27.77%
55,141
2
$3.32M 17.67%
48,717
3
$2.73M 14.52%
31,000
4
$2.67M 14.17%
41,896
+6,816
5
$1.99M 10.58%
26,728
6
$1.82M 9.68%
8,500
7
$1.02M 5.41%
16,700
8
$40K 0.21%
17,101