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

Top Buys

1 +$1.61M
2 +$333K
3 +$270K
4
MPC icon
Marathon Petroleum
MPC
+$207K
5
AMT icon
American Tower
AMT
+$207K

Top Sells

1 +$2.7M
2 +$849K
3 +$690K
4
LLY icon
Eli Lilly
LLY
+$351K
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
-400
102
-1,708