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
$229M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$601K
3
+$448K
4
TSLA icon
Tesla
TSLA
+$337K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$279K

Top Sells

1
+$3.45M
2
+$1.74M
3
+$247K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$211K
5
CVX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$286K 0.12%
925
77
$277K 0.12%
15,908
+4
78
$266K 0.12%
10,928
+198
79
$264K 0.12%
1,925
80
$261K 0.11%
1,714
-292
81
$260K 0.11%
1,225
82
$235K 0.1%
11,212
+380
83
$231K 0.1%
400
84
$230K 0.1%
1,375
85
$217K 0.09%
1,061
86
$210K 0.09%
+2,020
87
$206K 0.09%
2,033
88
$206K 0.09%
1,200
89
$73.7K 0.03%
15,000
90
$50K 0.02%
50,000
91
$26.9K 0.01%
10,000
92
$5.88K ﹤0.01%
26
93
– –
-2,179
1 2 3
4