BIG
Builder Investment Group Portfolio holdings
AUM
$405M
This Quarter Return
+9.24%
1 Year Return
+21.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$278M
AUM Growth
+$278M
(+9.3%)
Cap. Flow
+$2.49M
Cap. Flow
% of AUM
0.9%
Top 10 Holdings %
Top 10 Hldgs %
54.15%
Holding
106
New
12
Increased
26
Reduced
24
Closed
1
Top Buys
| 1 |
Dimensional World Equity ETF
DFAW
|
$1.05M |
| 2 |
PepsiCo
PEP
|
$510K |
| 3 |
Intel
INTC
|
$271K |
| 4 |
American Tower
AMT
|
$229K |
| 5 |
Travelers Companies
TRV
|
$229K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$690K |
| 2 |
Equinox Gold
EQX
|
$573K |
| 3 |
Liberty Global Class A
LBTYA
|
$460K |
| 4 |
Applied Materials
AMAT
|
$149K |
| 5 |
Lam Research
LRCX
|
$117K |
Sector Composition
| 1 | Technology | 31.57% |
| 2 | Healthcare | 9.94% |
| 3 | Energy | 8.37% |
| 4 | Industrials | 7.52% |
| 5 | Financials | 7.51% |
