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
$211M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$13.3M
3
+$11.4M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$9.1M
5
MSFT icon
Microsoft
MSFT
+$8.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.58%
2 Energy 12.11%
3 Healthcare 10.66%
4 Industrials 9.78%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$252K 0.12%
+6,000
77
$251K 0.12%
+10,730
78
$246K 0.12%
+7,042
79
$239K 0.11%
+1,375
80
$233K 0.11%
+1,225
81
$225K 0.11%
+1,200
82
$225K 0.11%
+1,061
83
$223K 0.11%
+2,033
84
$220K 0.1%
+400
85
$219K 0.1%
+10,832
86
$211K 0.1%
+2,179
87
$69.6K 0.03%
+15,000
88
$50K 0.02%
+50,000
89
$22.5K 0.01%
+10,000
90
$4.55K ﹤0.01%
+26
1 2 3
4