BIG
Builder Investment Group Portfolio holdings
AUM
$445M
1-Year Est. Return
30.9%
1 Year Est. Return
+30.9%
AUM
$405M
AUM Growth
+$52.7M
(+15%)
Holding
105
Top Buys
| 1 | +$5.24M | |
| 2 | +$500K | |
| 3 | +$470K | |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
+$354K |
| 5 |
Dimensional US Real Estate ETF
DFAR
|
+$343K |
Top Sells
| 1 | +$1.26M | |
| 2 | +$372K | |
| 3 | +$270K | |
| 4 |
Halliburton
HAL
|
+$253K |
| 5 |
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
iShares Russell 1000 Value ETF
IWD
$64.4B
| $205K | 0.05% |
+1,055
|
|
||
|
USAS
102
Americas Gold and Silver
USAS
$1.22B
| $8.08K | ﹤0.01% |
+4,000
|
|
||
|
103
Becton Dickinson
BDX
$54.2B
| – | – |
-958
|
|
||
104
Schwab Fundamental US Small Company Index ETF
FNDA
$9.03B
| – | – |
-9,866
|
|
||
105
Lam Research
LRCX
$178B
| – | – |
-3,000
|
|