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
$28.7M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$1.36M
2 +$643K
3 +$282

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 70.88%
2 Consumer Staples 18.08%
3 Technology 9.68%
4 Financials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.33M 18.56%
69,141
2
$5.19M 18.08%
88,087
+23,126
3
$5.18M 18.03%
63,417
4
$4.5M 15.67%
13,300
+1,900
5
$2.78M 9.68%
26,728
6
$2.4M 8.37%
31,000
7
$1.89M 6.57%
24,600
8
$1.06M 3.69%
120,000
9
$391K 1.36%
159,760
+115