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
$372M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$565K
2
+$318K
3
+$261K
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$238K
5
SSB icon
SouthState Bank Corp
SSB
+$235K

Top Sells

1
+$6.53M
2
+$1.86M
3
+$319K
4
LLY icon
Eli Lilly
LLY
+$297K
5
BA icon
Boeing
BA
+$228K

Sector Composition

1 Technology 38.55%
2 Healthcare 9.82%
3 Industrials 7.74%
4 Energy 6.49%
5 Financials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.78M 1.02%
137,956
+2,955
27
$3.53M 0.95%
55,680
+3,750
28
$3.38M 0.91%
22,932
29
$3.29M 0.88%
9,508
30
$2.91M 0.78%
42,877
31
$2.74M 0.74%
31,134
32
$2.68M 0.72%
11,484
+79
33
$2.63M 0.71%
4,589
-34
34
$2.52M 0.68%
82,060
-60,500
35
$2.33M 0.63%
20,870
36
$2.04M 0.55%
3,538
-160
37
$1.92M 0.52%
16,366
+26
38
$1.84M 0.49%
48,225
+817
39
$1.81M 0.49%
6,153
40
$1.8M 0.48%
8,144
-76
41
$1.75M 0.47%
68,380
+5,626
42
$1.57M 0.42%
5,596
-106
43
$1.35M 0.36%
16,161
-156
44
$1.14M 0.31%
254,280
+125,573
45
$1.11M 0.3%
4,486
46
$1.03M 0.28%
4,853
47
$1.02M 0.27%
1,150
+30
48
$997K 0.27%
32,354
+4,625
49
$959K 0.26%
10,925
50
$930K 0.25%
8,189
+3
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2
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