BIG

Builder Investment Group Portfolio holdings

AUM $463M
1-Year Est. Return 36.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$824K
3
+$445K
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$340K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$333K

Top Sells

1
+$1.01M
2
+$345K
3
+$270K
4
HAL icon
Halliburton
HAL
+$260K
5
BDX icon
Becton Dickinson
BDX
+$219K

Sector Composition

1 Technology 42.58%
2 Healthcare 7.56%
3 Industrials 7.08%
4 Financials 6.31%
5 Energy 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$402K 0.1%
1,440
77
$396K 0.1%
2,133
-200
78
$354K 0.09%
1,613
79
$340K 0.08%
2,571
80
$331K 0.08%
13,551
+29
81
$327K 0.08%
11,302
82
$321K 0.08%
14,537
+70
83
$321K 0.08%
1,200
84
$304K 0.08%
1,925
85
$292K 0.07%
1,392
+37
86
$284K 0.07%
1,550
-910
87
$273K 0.07%
486
-10
88
$270K 0.07%
11,150
89
$269K 0.07%
793
90
$260K 0.06%
3,250
91
$251K 0.06%
9,902
92
$240K 0.06%
1,767
93
$238K 0.06%
4,961
+30
94
$233K 0.06%
1,053
95
$233K 0.06%
1,400
96
$232K 0.06%
1,550
-161
97
$223K 0.06%
2,422
98
$213K 0.05%
+3,000
99
$213K 0.05%
+1,931
100
$211K 0.05%
+1,160
1 2 3
4
5