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
$368M
AUM Growth
-$4.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$437K
2
+$409K
3
+$290K
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$258K
5
LRCX icon
Lam Research
LRCX
+$228K

Top Sells

1
+$1.89M
2
+$1.34M
3
+$1.18M
4
CLAR icon
Clarus
CLAR
+$563K
5
AMT icon
American Tower
AMT
+$245K

Sector Composition

1 Technology 42.09%
2 Healthcare 8.32%
3 Industrials 7.36%
4 Financials 6.48%
5 Energy 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,053
102
– –
-1,055
103
– –
-1,400
104
– –
-10,000
105
– –
-3,056
106
– –
-9,008
1 2 3 4
5