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
$352M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$337K
3
+$251K
4
AMT icon
American Tower
AMT
+$229K
5
MPC icon
Marathon Petroleum
MPC
+$204K

Top Sells

1
+$2.31M
2
+$819K
3
+$690K
4
LLY icon
Eli Lilly
LLY
+$349K
5
NKE icon
Nike
NKE
+$231K

Sector Composition

1 Technology 36.65%
2 Healthcare 9.31%
3 Financials 7.57%
4 Industrials 7.38%
5 Energy 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$905K 0.26%
16,000
52
$795K 0.23%
9,061
53
$795K 0.23%
4,665
54
$732K 0.21%
3,139
55
$729K 0.21%
8,117
-77
56
$728K 0.21%
26,050
+22
57
$663K 0.19%
7,911
58
$638K 0.18%
29,640
+1,149
59
$634K 0.18%
1,755
60
$615K 0.17%
2,475
61
$613K 0.17%
6,662
62
$601K 0.17%
25,447
63
$545K 0.15%
3,522
+20
64
$534K 0.15%
18,983
+2,084
65
$532K 0.15%
2,170
66
$515K 0.15%
8,510
+2,369
67
$489K 0.14%
2,333
68
$483K 0.14%
128,764
+20
69
$461K 0.13%
12,491
-292
70
$459K 0.13%
862
71
$449K 0.13%
1,440
72
$422K 0.12%
4,998
+21
73
$406K 0.12%
1,940
74
$378K 0.11%
2,420
75
$376K 0.11%
9,789
+2,442
1 2
3
4 5