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
$29.5M
AUM Growth
-$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$1.09M
2 +$351K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 61.19%
2 Consumer Staples 22.15%
3 Technology 15.74%
4 Financials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$6.54M 22.15%
102,703
+5,507
2
$5.43M 18.41%
13,300
3
$4.65M 15.74%
26,728
4
$4.32M 14.62%
84,717
+21,300
5
$2.91M 9.88%
69,141
6
$2.23M 7.56%
31,000
7
$1.8M 6.11%
24,600
8
$1.36M 4.6%
120,000
9
$270K 0.92%
159,760