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
$352M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.67M
2 +$337K
3 +$251K
4
AMT icon
American Tower
AMT
+$229K
5
MPC icon
Marathon Petroleum
MPC
+$204K

Top Sells

1 +$2.31M
2 +$819K
3 +$690K
4
LLY icon
Eli Lilly
LLY
+$349K
5
NKE icon
Nike
NKE
+$231K

Sector Composition

1 Technology 36.65%
2 Healthcare 9.31%
3 Financials 7.57%
4 Industrials 7.38%
5 Energy 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,053
102
-2,000