BS

Biglari Sardar Portfolio holdings

AUM $49.7M
1-Year Est. Return 13.19%
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.2M
AUM Growth
+$372K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$483K
3
+$302K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 70.98%
2 Consumer Staples 18.26%
3 Technology 10.04%
4 Financials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.94M 20.23%
20,900
+2,600
2
$8.07M 18.26%
112,664
+4,219
3
$5.11M 11.56%
61,200
4
$5.04M 11.4%
489,247
5
$4.44M 10.04%
26,728
6
$4.1M 9.27%
31,000
7
$2.87M 6.49%
36,800
+6,200
8
$2.68M 6.07%
69,141
9
$2.63M 5.95%
96,717
10
$320K 0.72%
188,393