BIG
Builder Investment Group Portfolio holdings
AUM
$405M
This Quarter Return
+15.78%
1 Year Return
+21.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$229M
AUM Growth
+$229M
(+8.9%)
Cap. Flow
-$2.18M
Cap. Flow
% of AUM
-0.95%
Top 10 Holdings %
Top 10 Hldgs %
49.48%
Holding
93
New
3
Increased
20
Reduced
16
Closed
1
Top Buys
| 1 |
United Parcel Service
UPS
|
$1.18M |
| 2 |
Dimensional International Core Equity Market ETF
DFAI
|
$601K |
| 3 |
Dimensional Core Fixed Income ETF
DFCF
|
$448K |
| 4 |
Tesla
TSLA
|
$337K |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
$279K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$3.45M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.74M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$247K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$211K |
| 5 |
Chevron
CVX
|
$187K |
Sector Composition
| 1 | Technology | 26.55% |
| 2 | Energy | 10.03% |
| 3 | Industrials | 9.73% |
| 4 | Healthcare | 8.82% |
| 5 | Financials | 7.59% |
