BIG
Builder Investment Group Portfolio holdings
AUM
$463M
1-Year Est. Return
36.4%
This Fund
S&P 500
1 Year Est. Return
+36.4%
AUM
$445M
AUM Growth
+$40.5M
(+10%)
Holding
105
Top Buys
| 1 | +$2.24M | |
| 2 | +$1.16M | |
| 3 | +$708K | |
| 4 |
Exxon Mobil
XOM
|
+$507K |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$234K |
Top Sells
| 1 | +$2.77M | |
| 2 | +$2.1M | |
| 3 | +$500K | |
| 4 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$455K |
| 5 |
Home Depot
HD
|
+$431K |
Sector Composition
| 1 | Technology | 43.09% |
| 2 | Industrials | 7.01% |
| 3 | Healthcare | 6.92% |
| 4 | Financials | 5.58% |
| 5 | Materials | 5.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
American Tower
AMT
$79.7B
| $203K | 0.05% |
1,053
|
|
||
102
Lam Research
LRCX
$280B
| $201K | 0.05% |
+1,500
|
|
||
103
Farmer Brothers
FARM
$27.7M
| – | – |
-500,000
|
|
||
104
Philip Morris
PM
$243B
| – | – |
-1,160
|
|
||
|
USAS
105
Americas Gold and Silver
USAS
$1.83B
| – | – |
-4,000
|
|