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
$229M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$601K
3
+$448K
4
TSLA icon
Tesla
TSLA
+$337K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$279K

Top Sells

1
+$3.45M
2
+$1.74M
3
+$247K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$211K
5
CVX icon
Chevron
CVX
+$187K

Sector Composition

1 Technology 26.55%
2 Energy 10.03%
3 Industrials 9.73%
4 Healthcare 8.82%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 1.06%
9,508
27
$2.23M 0.97%
31,842
-1,400
28
$2.14M 0.94%
38,917
29
$1.89M 0.83%
4,625
-4,242
30
$1.8M 0.78%
10,912
-25
31
$1.78M 0.78%
77,261
+4,988
32
$1.64M 0.72%
84,328
+704
33
$1.53M 0.67%
3,710
-600
34
$1.51M 0.66%
8,459
-714
35
$1.5M 0.65%
46,577
+114
36
$1.39M 0.61%
21,500
37
$1.35M 0.59%
6,658
38
$1.3M 0.57%
63,837
+2,112
39
$1.26M 0.55%
17,556
-1,392
40
$1.22M 0.53%
128,650
+8
41
$1.15M 0.5%
6,012
-50
42
$903K 0.39%
4,486
43
$874K 0.38%
4,916
44
$857K 0.37%
44,522
-100
45
$850K 0.37%
4,447
46
$824K 0.36%
7,748
+5
47
$788K 0.34%
36,676
+12,240
48
$775K 0.34%
8,510
49
$693K 0.3%
4,664
50
$654K 0.29%
3,269
-500
1
2
3 4