BIG
Builder Investment Group Portfolio holdings
AUM
$405M
This Quarter Return
-0.43%
1 Year Return
+21.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$255M
AUM Growth
+$255M
(-0.49%)
Cap. Flow
+$2.13M
Cap. Flow
% of AUM
0.84%
Top 10 Holdings %
Top 10 Hldgs %
54.42%
Holding
99
New
5
Increased
28
Reduced
18
Closed
5
Top Buys
| 1 |
Dimensional World Equity ETF
DFAW
|
$1.39M |
| 2 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$815K |
| 3 |
Dimensional International Core Equity Market ETF
DFAI
|
$607K |
| 4 |
RTX Corp
RTX
|
$440K |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
$406K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.37M |
| 2 |
Eli Lilly
LLY
|
$618K |
| 3 |
AT&T
T
|
$499K |
| 4 |
Genuine Parts
GPC
|
$233K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$225K |
Sector Composition
| 1 | Technology | 30.66% |
| 2 | Energy | 10.34% |
| 3 | Healthcare | 10.11% |
| 4 | Financials | 7.47% |
| 5 | Industrials | 7.44% |
