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
$278M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$510K
3
+$271K
4
AMT icon
American Tower
AMT
+$229K
5
TRV icon
Travelers Companies
TRV
+$229K

Top Sells

1
+$690K
2
+$573K
3
+$460K
4
AMAT icon
Applied Materials
AMAT
+$149K
5
LRCX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$341K 0.12%
2,420
77
$331K 0.12%
3,053
78
$323K 0.12%
9,703
+640
79
$320K 0.11%
897
80
$316K 0.11%
2,721
81
$314K 0.11%
1,205
82
$310K 0.11%
11,192
83
$299K 0.11%
1,925
84
$276K 0.1%
14,950
+6
85
$271K 0.1%
+5,386
86
$257K 0.09%
1,961
87
$250K 0.09%
13,308
+156
88
$234K 0.08%
958
89
$229K 0.08%
+1,061
90
$229K 0.08%
+1,200
91
$228K 0.08%
4,403
+20
92
$224K 0.08%
+2,033
93
$218K 0.08%
+9,242
94
$217K 0.08%
+1,429
95
$212K 0.08%
400
96
$212K 0.08%
+496
97
$210K 0.08%
+4,258
98
$208K 0.07%
+793
99
$208K 0.07%
1,400
100
$205K 0.07%
+2,422
1 2 3
4
5