BIG
Builder Investment Group Portfolio holdings
AUM
$405M
This Quarter Return
+14.36%
1 Year Return
+21.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$256M
AUM Growth
+$256M
(+12%)
Cap. Flow
+$1.28M
Cap. Flow
% of AUM
0.5%
Top 10 Holdings %
Top 10 Hldgs %
53.79%
Holding
96
New
4
Increased
16
Reduced
29
Closed
2
Top Buys
| 1 |
Equinox Gold
EQX
|
$1.69M |
| 2 |
Dimensional US Large Cap Value ETF
DFLV
|
$293K |
| 3 |
Dimensional US Small Cap ETF
DFAS
|
$290K |
| 4 |
Becton Dickinson
BDX
|
$253K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$213K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$533K |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$261K |
| 3 |
Equifax
EFX
|
$106K |
| 4 |
Fiserv
FI
|
$104K |
| 5 |
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% |
