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

Top Buys

1 +$421K
2 +$376K
3 +$376K
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$252K
5
BA icon
Boeing
BA
+$222K

Top Sells

1 +$1.85M
2 +$1.46M
3 +$1.1M
4
CLAR icon
Clarus
CLAR
+$566K
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