BIG

Builder Investment Group Portfolio holdings

AUM $461M
1-Year Est. Return 40.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.16M
3
+$708K
4
XOM icon
Exxon Mobil
XOM
+$507K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$234K

Top Sells

1
+$2.77M
2
+$2.1M
3
+$500K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$455K
5
HD icon
Home Depot
HD
+$431K

Sector Composition

1 Technology 43.09%
2 Industrials 7.01%
3 Healthcare 6.92%
4 Financials 5.58%
5 Materials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$876K 0.2%
20,497
-1,340
52
$862K 0.19%
7,911
53
$859K 0.19%
3,533
54
$799K 0.18%
25,090
+2,475
55
$789K 0.18%
3,139
56
$785K 0.18%
6,700
57
$783K 0.18%
30,437
+306
58
$766K 0.17%
4,198
-847
59
$720K 0.16%
16,000
60
$717K 0.16%
4,664
-1
61
$713K 0.16%
26,118
+43
62
$698K 0.16%
2,475
63
$688K 0.15%
9,501
-486
64
$668K 0.15%
25,410
-177
65
$667K 0.15%
7,949
+7
66
$645K 0.14%
2,045
67
$631K 0.14%
6,662
68
$602K 0.14%
2,470
+50
69
$592K 0.13%
1,940
70
$494K 0.11%
2,133
71
$489K 0.11%
139,814
+11,024
72
$476K 0.11%
10,403
73
$433K 0.1%
862
74
$409K 0.09%
9,150
-10,400
75
$406K 0.09%
1,440
1 2
3
4 5