BIG

Builder Investment Group Portfolio holdings

AUM $461M
1-Year Est. Return 40.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.16M
3
+$708K
4
XOM icon
Exxon Mobil
XOM
+$507K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$234K

Top Sells

1
+$2.77M
2
+$2.1M
3
+$500K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$455K
5
HD icon
Home Depot
HD
+$431K

Sector Composition

1 Technology 43.09%
2 Industrials 7.01%
3 Healthcare 6.92%
4 Financials 5.58%
5 Materials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.82M 0.86%
39,612
+6,993
27
$3.63M 0.82%
25,865
28
$3.41M 0.77%
40,868
-175
29
$3.29M 0.74%
4,943
+365
30
$3.01M 0.68%
31,156
-9
31
$2.91M 0.65%
118,295
-500
32
$2.86M 0.64%
11,223
-158
33
$2.75M 0.62%
9,531
+12
34
$2.63M 0.59%
3,934
35
$2.43M 0.55%
17,052
+826
36
$2.35M 0.53%
98,405
+4,931
37
$2.32M 0.52%
20,770
38
$2.22M 0.5%
48,127
-506
39
$2.03M 0.46%
40,232
-1,245
40
$1.95M 0.44%
8,065
41
$1.71M 0.38%
51,995
+3,193
42
$1.7M 0.38%
5,496
43
$1.58M 0.35%
6,153
44
$1.46M 0.33%
15,627
-40
45
$1.28M 0.29%
8,212
-13,560
46
$1.06M 0.24%
1,150
47
$1.06M 0.24%
4,486
48
$994K 0.22%
4,853
49
$936K 0.21%
4,718
50
$934K 0.21%
9,061
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