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
$368M
AUM Growth
-$4.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$421K
2
+$376K
3
+$376K
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$252K
5
BA icon
Boeing
BA
+$222K

Top Sells

1
+$1.85M
2
+$1.46M
3
+$1.1M
4
CLAR icon
Clarus
CLAR
+$566K
5
AMT icon
American Tower
AMT
+$245K

Sector Composition

1 Technology 42.09%
2 Healthcare 8.32%
3 Industrials 7.36%
4 Financials 6.48%
5 Energy 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$375K 0.1%
1,440
77
$359K 0.1%
1,638
78
$333K 0.09%
2,571
-50
79
$316K 0.09%
13,636
+2,737
80
$316K 0.09%
1,925
81
$297K 0.08%
7,347
82
$296K 0.08%
11,150
-264
83
$295K 0.08%
1,711
84
$293K 0.08%
9,866
-4
85
$289K 0.08%
1,200
86
$267K 0.07%
14,416
+298
87
$261K 0.07%
496
88
$257K 0.07%
11,302
89
$256K 0.07%
9,902
+644
90
$255K 0.07%
793
91
$241K 0.07%
2,422
92
$231K 0.06%
3,053
93
$230K 0.06%
2,033
94
$228K 0.06%
3,250
-1,000
95
$222K 0.06%
+1,255
96
$221K 0.06%
+2,000
97
$217K 0.06%
958
98
$217K 0.06%
+3,000
99
$208K 0.06%
400
100
$206K 0.06%
4,389
+164
1 2 3
4
5