BIG

Brooklyn Investment Group Portfolio holdings

AUM $2.17B
1-Year Est. Return 22.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$762M
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,451
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13M
3
+$12.8M
4
AAPL icon
Apple
AAPL
+$9.9M
5
AMZN icon
Amazon
AMZN
+$7.47M

Top Sells

1
+$786K
2
+$759K
3
+$535K
4
X
US Steel
X
+$287K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$223K

Sector Composition

1 Technology 21.69%
2 Financials 13.4%
3 Healthcare 10.59%
4 Consumer Discretionary 9.26%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$9.41K ﹤0.01%
+86
2027
$9.4K ﹤0.01%
212
+162
2028
$9.39K ﹤0.01%
59
+43
2029
$9.38K ﹤0.01%
141
+84
2030
$9.34K ﹤0.01%
+1,683
2031
$9.34K ﹤0.01%
191
+102
2032
$9.31K ﹤0.01%
234
+173
2033
$9.29K ﹤0.01%
57
+10
2034
$9.24K ﹤0.01%
170
-158
2035
$9.24K ﹤0.01%
3,264
+2,745
2036
$9.2K ﹤0.01%
222
2037
$9.19K ﹤0.01%
+2,568
2038
$9.18K ﹤0.01%
859
+834
2039
$9.18K ﹤0.01%
1,322
+829
2040
$9.15K ﹤0.01%
+731
2041
$9.15K ﹤0.01%
1,226
+1,091
2042
$9.14K ﹤0.01%
+144
2043
$9.13K ﹤0.01%
93
-71
2044
$9.09K ﹤0.01%
2,076
+1,409
2045
$9.08K ﹤0.01%
91
-3
2046
$9.08K ﹤0.01%
+459
2047
$9.07K ﹤0.01%
310
+18
2048
$9.07K ﹤0.01%
+662
2049
$9.05K ﹤0.01%
141
+118
2050
$9.05K ﹤0.01%
96
+86
80 81
82
83 84