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
$256M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$293K
3
+$290K
4
BDX icon
Becton Dickinson
BDX
+$253K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$213K

Top Sells

1
+$533K
2
+$261K
3
+$106K
4
FI icon
Fiserv
FI
+$104K
5
V icon
Visa
V
+$95K

Sector Composition

1 Technology 31.32%
2 Healthcare 9.65%
3 Energy 8.9%
4 Industrials 8.48%
5 Financials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$708K 0.28%
4,664
52
$619K 0.24%
4,280
53
$603K 0.24%
1,120
54
$582K 0.23%
24,024
+87
55
$543K 0.21%
13,020
+2,472
56
$542K 0.21%
13,042
57
$518K 0.2%
1
58
$512K 0.2%
13,951
-5
59
$507K 0.2%
26,421
+4,182
60
$500K 0.2%
500,000
61
$480K 0.19%
6,829
62
$471K 0.18%
8,982
-3
63
$435K 0.17%
25,242
+2,040
64
$435K 0.17%
1,580
65
$426K 0.17%
1,626
66
$419K 0.16%
3,500
67
$386K 0.15%
6,000
68
$380K 0.15%
1,940
69
$353K 0.14%
7,921
70
$352K 0.14%
2,420
71
$337K 0.13%
3,053
72
$331K 0.13%
2,475
73
$320K 0.12%
1,440
74
$315K 0.12%
925
75
$301K 0.12%
2,233
1 2
3
4