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
$367M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$996K
2 +$817K
3 +$241K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$206K
5
BALL icon
Ball Corp
BALL
+$136K

Top Sells

1 +$10.2M
2 +$634K
3 +$500K
4
LLY icon
Eli Lilly
LLY
+$280K
5
INTC icon
Intel
INTC
+$238K

Sector Composition

1 Technology 40.99%
2 Healthcare 10.03%
3 Energy 7.65%
4 Industrials 7.01%
5 Financials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-50,000
102
-1
103
-10,790
104
-500,000
105
-1,375
106
-5,386
107
-2,422