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
$372M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$565K
2 +$318K
3 +$261K
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$238K
5
SSB icon
SouthState Bank Corp
SSB
+$235K

Top Sells

1 +$6.53M
2 +$1.86M
3 +$319K
4
LLY icon
Eli Lilly
LLY
+$297K
5
BA icon
Boeing
BA
+$228K

Sector Composition

1 Technology 38.55%
2 Healthcare 9.82%
3 Industrials 7.74%
4 Energy 6.49%
5 Financials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$200K 0.05%
+1,055
102
$14.9K ﹤0.01%
10,000
103
-3,000
104
-1,255