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
$278M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$510K
3
+$271K
4
AMT icon
American Tower
AMT
+$229K
5
TRV icon
Travelers Companies
TRV
+$229K

Top Sells

1
+$690K
2
+$573K
3
+$460K
4
AMAT icon
Applied Materials
AMAT
+$149K
5
LRCX icon
Lam Research
LRCX
+$117K

Sector Composition

1 Technology 31.57%
2 Healthcare 9.94%
3 Energy 8.37%
4 Industrials 7.52%
5 Financials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.85M 1.02%
9,508
27
$2.82M 1.01%
116,890
+1,703
28
$2.58M 0.93%
47,033
+19,096
29
$2.45M 0.88%
31,533
-309
30
$2.22M 0.8%
11,530
-28
31
$2.21M 0.79%
38,417
32
$2.12M 0.76%
4,461
-23
33
$1.77M 0.64%
3,710
34
$1.73M 0.62%
21,000
35
$1.68M 0.61%
8,395
-64
36
$1.63M 0.58%
47,365
+104
37
$1.52M 0.55%
6,153
-55
38
$1.42M 0.51%
62,376
+9,555
39
$1.3M 0.47%
5,802
-208
40
$1.24M 0.44%
16,415
-4
41
$1.1M 0.4%
4,486
42
$1.09M 0.39%
58,395
-3,601
43
$998K 0.36%
56,182
-25,899
44
$933K 0.33%
4,447
45
$922K 0.33%
4,853
46
$897K 0.32%
8,226
+505
47
$889K 0.32%
8,510
48
$887K 0.32%
128,684
+15
49
$784K 0.28%
16,000
50
$739K 0.27%
1,120
1
2
3 4 5