BIG

Builder Investment Group Portfolio holdings

AUM $445M
1-Year Est. Return 30.9%
This Quarter Est. Return
1 Year Est. Return
+30.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$13.3M
3
+$11.4M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$9.1M
5
MSFT icon
Microsoft
MSFT
+$8.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.58%
2 Energy 12.11%
3 Healthcare 10.66%
4 Industrials 9.78%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.15M 1.5%
+9,508
27
$2.24M 1.06%
+33,242
28
$1.99M 0.95%
+38,917
29
$1.73M 0.82%
+526,066
30
$1.66M 0.79%
+4,310
31
$1.6M 0.76%
+9,173
32
$1.59M 0.75%
+72,273
33
$1.58M 0.75%
+83,624
34
$1.55M 0.73%
+21,500
35
$1.42M 0.67%
+10,937
36
$1.41M 0.67%
+46,463
37
$1.29M 0.61%
+6,658
38
$1.24M 0.59%
+18,948
39
$1.2M 0.57%
+61,725
40
$1.14M 0.54%
+6,062
41
$1.01M 0.48%
+128,642
42
$953K 0.45%
+4,447
43
$929K 0.44%
+4,486
44
$859K 0.41%
+7,743
45
$837K 0.4%
+4,916
46
$821K 0.39%
+44,622
47
$751K 0.36%
+3,769
48
$715K 0.34%
+13,956
49
$711K 0.34%
+8,510
50
$707K 0.34%
+4,664
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