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
$352M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$337K
3
+$251K
4
AMT icon
American Tower
AMT
+$229K
5
MPC icon
Marathon Petroleum
MPC
+$204K

Top Sells

1
+$2.31M
2
+$819K
3
+$690K
4
LLY icon
Eli Lilly
LLY
+$349K
5
NKE icon
Nike
NKE
+$231K

Sector Composition

1 Technology 36.65%
2 Healthcare 9.31%
3 Financials 7.57%
4 Industrials 7.38%
5 Energy 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.71M 1.05%
22,172
-760
27
$3.41M 0.97%
32,719
-1,350
28
$3.33M 0.95%
131,191
-32,300
29
$3.33M 0.95%
83,295
+41,835
30
$3.13M 0.89%
9,508
31
$2.65M 0.75%
31,175
+40
32
$2.58M 0.73%
4,607
+51
33
$2.53M 0.72%
11,382
-27
34
$2.31M 0.66%
20,820
-50
35
$2.16M 0.61%
41,477
-1,400
36
$1.98M 0.56%
3,521
37
$1.93M 0.55%
16,466
+100
38
$1.93M 0.55%
5,596
39
$1.93M 0.55%
49,006
+21
40
$1.87M 0.53%
78,837
+3,248
41
$1.63M 0.46%
8,190
+63
42
$1.5M 0.43%
6,153
43
$1.29M 0.37%
15,725
-327
44
$1.18M 0.33%
38,503
+3,551
45
$1.09M 0.31%
1,150
46
$1.06M 0.3%
4,486
47
$942K 0.27%
4,447
48
$932K 0.26%
9,975
-800
49
$916K 0.26%
4,853
50
$913K 0.26%
21,700
+1,438
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