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
$368M
AUM Growth
-$4.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$421K
2
+$376K
3
+$376K
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$252K
5
BA icon
Boeing
BA
+$222K

Top Sells

1
+$1.85M
2
+$1.46M
3
+$1.1M
4
CLAR icon
Clarus
CLAR
+$566K
5
AMT icon
American Tower
AMT
+$245K

Sector Composition

1 Technology 42.09%
2 Healthcare 8.32%
3 Industrials 7.36%
4 Financials 6.48%
5 Energy 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.55M 0.97%
140,123
+2,167
27
$3.32M 0.9%
22,932
28
$3.09M 0.84%
34,069
29
$2.86M 0.78%
11,409
-75
30
$2.75M 0.75%
31,135
+1
31
$2.67M 0.73%
4,556
-33
32
$2.63M 0.71%
9,508
33
$2.36M 0.64%
42,877
34
$2.16M 0.59%
20,870
35
$2.07M 0.56%
16,366
36
$2.07M 0.56%
3,521
-17
37
$1.8M 0.49%
8,127
-17
38
$1.76M 0.48%
75,589
+7,209
39
$1.74M 0.47%
48,985
+760
40
$1.59M 0.43%
5,596
41
$1.57M 0.43%
6,153
42
$1.49M 0.41%
41,460
-40,600
43
$1.21M 0.33%
16,052
-109
44
$1.05M 0.29%
1,150
45
$1.05M 0.29%
34,952
+2,598
46
$1.02M 0.28%
4,486
47
$1M 0.27%
4,447
48
$923K 0.25%
10,775
-150
49
$918K 0.25%
16,000
50
$912K 0.25%
4,853
1
2
3 4 5