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
$405M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$824K
3
+$445K
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$340K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$333K

Top Sells

1
+$1.01M
2
+$345K
3
+$270K
4
HAL icon
Halliburton
HAL
+$260K
5
BDX icon
Becton Dickinson
BDX
+$219K

Sector Composition

1 Technology 42.58%
2 Healthcare 7.56%
3 Industrials 7.08%
4 Financials 6.31%
5 Energy 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$205K 0.05%
+1,055
102
$8.08K ﹤0.01%
+4,000
103
– –
-958
104
– –
-9,866
105
– –
-3,000
1 2 3 4
5