BIG
Builder Investment Group Portfolio holdings
AUM
$405M
This Quarter Return
+29.77%
1 Year Return
+21.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$343M
AUM Growth
+$343M
(+23%)
Cap. Flow
-$560K
Cap. Flow
% of AUM
-0.16%
Top 10 Holdings %
Top 10 Hldgs %
57.78%
Holding
109
New
4
Increased
26
Reduced
35
Closed
3
Top Buys
| 1 |
BWX Technologies
BWXT
|
$4.88M |
| 2 |
Range Resources
RRC
|
$4.81M |
| 3 |
Equinox Gold
EQX
|
$1.19M |
| 4 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$432K |
| 5 |
RTX Corp
RTX
|
$415K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$10.2M |
| 2 |
Liberty Global Class C
LBTYK
|
$1.09M |
| 3 |
Liberty Global Class A
LBTYA
|
$998K |
| 4 |
Microsoft
MSFT
|
$421K |
| 5 |
Eli Lilly
LLY
|
$389K |
Sector Composition
| 1 | Technology | 36.64% |
| 2 | Healthcare | 9.9% |
| 3 | Energy | 8.76% |
| 4 | Industrials | 7.72% |
| 5 | Financials | 6.5% |
