BIG
Builder Investment Group Portfolio holdings
AUM
$463M
1-Year Est. Return
36.39%
This Fund
S&P 500
1 Year Est. Return
+36.39%
AUM
$463M
AUM Growth
+$17.8M
(+4%)
Holding
104
Top Buys
| 1 | +$6.22M | |
| 2 | +$997K | |
| 3 | +$664K | |
| 4 |
Dimensional US Large Cap Value ETF
DFLV
|
+$591K |
| 5 |
Dimensional US Real Estate ETF
DFAR
|
+$568K |
Top Sells
| 1 | +$4.98M | |
| 2 | +$713K | |
| 3 | +$622K | |
| 4 |
Chevron
CVX
|
+$442K |
| 5 |
Blackstone
BX
|
+$265K |
Sector Composition
| 1 | Technology | 39.42% |
| 2 | Healthcare | 8.51% |
| 3 | Industrials | 8.33% |
| 4 | Materials | 6.28% |
| 5 | Financials | 5.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Mastercard
MA
$468B
| $204K | 0.04% |
357
-129
|
|
||
102
American Tower
AMT
$87.8B
| – | – |
-1,053
|
|
||
|
103
Blackstone
BX
$90.5B
| – | – |
-1,550
|
|
||
104
Tesla
TSLA
$1.52T
| – | – |
-529
|
|