BIG

Builder Investment Group Portfolio holdings

AUM $461M
1-Year Est. Return 40.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.16M
3
+$708K
4
XOM icon
Exxon Mobil
XOM
+$507K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$234K

Top Sells

1
+$2.77M
2
+$2.1M
3
+$500K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$455K
5
HD icon
Home Depot
HD
+$431K

Sector Composition

1 Technology 43.09%
2 Industrials 7.01%
3 Healthcare 6.92%
4 Financials 5.58%
5 Materials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$388K 0.09%
12,345
-146
77
$369K 0.08%
2,087
+162
78
$359K 0.08%
2,571
79
$358K 0.08%
13,592
+41
80
$354K 0.08%
1,613
81
$337K 0.08%
14,482
-55
82
$335K 0.08%
1,200
83
$319K 0.07%
11,302
84
$317K 0.07%
1,550
85
$314K 0.07%
4,500
+1,500
86
$304K 0.07%
1,407
+15
87
$290K 0.07%
793
88
$278K 0.06%
10,910
-240
89
$276K 0.06%
486
90
$276K 0.06%
9,903
+1
91
$272K 0.06%
3,250
92
$270K 0.06%
1,400
93
$265K 0.06%
1,550
94
$260K 0.06%
5,399
+438
95
$239K 0.05%
2,422
96
$237K 0.05%
1,767
97
$235K 0.05%
+529
98
$233K 0.05%
1,931
99
$218K 0.05%
+1,550
100
$215K 0.05%
1,055
1 2 3
4
5