BIG

Builder Investment Group Portfolio holdings

AUM $463M
1-Year Est. Return 36.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$824K
3
+$445K
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$340K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$333K

Top Sells

1
+$1.01M
2
+$345K
3
+$270K
4
HAL icon
Halliburton
HAL
+$260K
5
BDX icon
Becton Dickinson
BDX
+$219K

Sector Composition

1 Technology 42.58%
2 Healthcare 7.56%
3 Industrials 7.08%
4 Financials 6.31%
5 Energy 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$886K 0.22%
9,061
52
$829K 0.2%
19,550
-400
53
$785K 0.19%
16,000
54
$743K 0.18%
4,665
55
$730K 0.18%
2,475
56
$721K 0.18%
7,911
57
$718K 0.18%
30,131
+491
58
$711K 0.18%
1,675
-80
59
$696K 0.17%
3,139
60
$691K 0.17%
26,075
+25
61
$688K 0.17%
5,045
+47
62
$669K 0.17%
9,987
+1,477
63
$666K 0.16%
22,615
+3,632
64
$629K 0.16%
7,942
-175
65
$628K 0.16%
25,587
+140
66
$623K 0.15%
3,533
+11
67
$612K 0.15%
6,662
68
$593K 0.15%
2,045
-125
69
$500K 0.12%
+500,000
70
$487K 0.12%
1,940
71
$447K 0.11%
128,790
+26
72
$446K 0.11%
12,491
73
$441K 0.11%
10,403
+614
74
$429K 0.11%
2,420
75
$419K 0.1%
862
1 2
3
4 5