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
$43.8M
AUM Growth
-$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$113K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 71.89%
2 Consumer Staples 15.41%
3 Technology 12.04%
4 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.77M 17.74%
18,300
2
$6.75M 15.41%
108,445
+1,811
3
$5.65M 12.88%
489,247
4
$5.28M 12.04%
26,728
5
$5.27M 12.03%
61,200
6
$4.03M 9.19%
96,717
7
$3.65M 8.34%
69,141
8
$2.63M 6%
31,000
9
$2.5M 5.71%
30,600
10
$290K 0.66%
188,393