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

Top Buys

1
+$974K
2
+$498K
3
+$219K
4
TRV icon
Travelers Companies
TRV
+$208K
5
ABT icon
Abbott
ABT
+$203K

Top Sells

1
+$646K
2
+$556K
3
+$420K
4
AMAT icon
Applied Materials
AMAT
+$135K
5
HAL icon
Halliburton
HAL
+$104K

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
1 2 3 4
5