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
$278M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$510K
3 +$271K
4
AMT icon
American Tower
AMT
+$229K
5
TRV icon
Travelers Companies
TRV
+$229K

Top Sells

1 +$690K
2 +$573K
3 +$460K
4
AMAT icon
Applied Materials
AMAT
+$149K
5
LRCX icon
Lam Research
LRCX
+$117K

Sector Composition

1 Technology 31.57%
2 Healthcare 9.94%
3 Energy 8.37%
4 Industrials 7.52%
5 Financials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$202K 0.07%
+1,021
102
$201K 0.07%
+3,056
103
$190K 0.07%
11,302
104
$50K 0.02%
50,000
105
$19.1K 0.01%
10,000
106
-15,000