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
$229M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$601K
3
+$448K
4
TSLA icon
Tesla
TSLA
+$337K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$279K

Top Sells

1
+$3.45M
2
+$1.74M
3
+$247K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$211K
5
CVX icon
Chevron
CVX
+$187K

Sector Composition

1 Technology 26.55%
2 Energy 10.03%
3 Industrials 9.73%
4 Healthcare 8.82%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$602K 0.26%
16,000
52
$584K 0.25%
23,937
+3
53
$569K 0.25%
13,956
54
$556K 0.24%
1,120
55
$526K 0.23%
4,280
56
$500K 0.22%
500,000
57
$494K 0.22%
13,042
+6,000
58
$475K 0.21%
6,829
-563
59
$466K 0.2%
1
60
$448K 0.2%
+10,548
61
$442K 0.19%
8,985
62
$407K 0.18%
22,239
63
$386K 0.17%
1,580
64
$381K 0.17%
1,940
65
$374K 0.16%
3,053
66
$370K 0.16%
23,202
+489
67
$363K 0.16%
3,500
68
$360K 0.16%
7,921
69
$356K 0.16%
2,233
70
$348K 0.15%
1,440
71
$337K 0.15%
+1,626
72
$324K 0.14%
2,475
73
$318K 0.14%
6,000
74
$315K 0.14%
2,420
75
$301K 0.13%
2,836
1 2
3
4