BUF

Builders Union Fund Portfolio holdings

AUM $145M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$37.8M
2 +$29.7M
3 +$21.6M
4
SNAP icon
Snap
SNAP
+$19.8M
5
LULU icon
lululemon athletica
LULU
+$13.8M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 29.98%
2 Communication Services 28.58%
3 Financials 26.09%
4 Technology 15.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PYPL icon
1
PayPal
PYPL
$64.4B
$37.8M 16.21%
+155,748
SE icon
2
Sea Limited
SE
$93.6B
$29.7M 12.72%
+133,000
MTCH icon
3
Match Group
MTCH
$7.86B
$21.6M 9.26%
+157,210
SNAP icon
4
Snap
SNAP
$13.2B
$19.8M 8.5%
+379,400
LULU icon
5
lululemon athletica
LULU
$19.5B
$13.8M 5.9%
+44,909
U icon
6
Unity
U
$15.9B
$12.8M 5.51%
+128,100
SHOP icon
7
Shopify
SHOP
$221B
$9.4M 4.03%
+85,000
IWM icon
8
iShares Russell 2000 ETF
IWM
$70.1B
0