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

Top Buys

1
+$633K
2
+$307K
3
+$251K
4
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$235K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$229K

Top Sells

1
+$6.35M
2
+$1.87M
3
+$319K
4
LLY icon
Eli Lilly
LLY
+$301K
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
– –
-1,255
104
– –
-3,000
1 2 3 4
5