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
$24.3M
AUM Growth
+$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$1.09M
2 +$508K
3 +$438K
4
AAME icon
Atlantic American Corp
AAME
+$27.3K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 76.96%
2 Consumer Staples 12.51%
3 Technology 10.24%
4 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$6.26M 25.81%
55,141
2
$5.36M 22.09%
61,217
+12,500
3
$3.17M 13.05%
31,000
4
$3.04M 12.51%
48,952
+7,056
5
$2.49M 10.24%
26,728
6
$2.3M 9.49%
8,500
7
$1.58M 6.52%
24,600
+7,900
8
$69.2K 0.29%
28,249
+11,148