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
$343M
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$4.81M
3
+$1.19M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$432K
5
RTX icon
RTX Corp
RTX
+$415K

Top Sells

1
+$10.2M
2
+$1.09M
3
+$998K
4
MSFT icon
Microsoft
MSFT
+$421K
5
LLY icon
Eli Lilly
LLY
+$389K

Sector Composition

1 Technology 36.64%
2 Healthcare 9.9%
3 Energy 8.76%
4 Industrials 7.72%
5 Financials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$206K 0.06%
2,422
102
$205K 0.06%
3,056
103
$199K 0.06%
11,302
104
$192K 0.06%
+10,790
105
$50K 0.01%
50,000
106
$13.4K ﹤0.01%
10,000
107
– –
-1,021
108
– –
-58,395
109
– –
-56,182
1 2 3 4
5