BIG

Builder Investment Group Portfolio holdings

AUM $463M
1-Year Est. Return 36.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$824K
3
+$445K
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$340K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$333K

Top Sells

1
+$1.01M
2
+$345K
3
+$270K
4
HAL icon
Halliburton
HAL
+$260K
5
BDX icon
Becton Dickinson
BDX
+$219K

Sector Composition

1 Technology 42.58%
2 Healthcare 7.56%
3 Industrials 7.08%
4 Financials 6.31%
5 Energy 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.42M 0.84%
25,865
-300
27
$3.35M 0.83%
32,619
-100
28
$3.15M 0.78%
9,519
+11
29
$3.12M 0.77%
21,772
-400
30
$3.02M 0.75%
74,145
-9,150
31
$2.87M 0.71%
31,165
-10
32
$2.83M 0.7%
4,578
-29
33
$2.44M 0.6%
3,934
+413
34
$2.42M 0.6%
118,795
-12,396
35
$2.33M 0.58%
11,381
-1
36
$2.33M 0.58%
41,477
37
$2.25M 0.56%
16,226
-240
38
$2.19M 0.54%
93,474
+14,637
39
$2.19M 0.54%
20,770
-50
40
$2.08M 0.51%
48,633
-373
41
$1.76M 0.43%
5,496
-100
42
$1.74M 0.43%
8,065
-125
43
$1.6M 0.39%
6,153
44
$1.51M 0.37%
48,802
+10,299
45
$1.4M 0.35%
15,667
-58
46
$1.14M 0.28%
1,150
47
$1.04M 0.26%
4,447
48
$1.03M 0.26%
4,486
49
$946K 0.23%
4,853
50
$923K 0.23%
21,837
+137
1
2
3 4 5