BMM

Berkshire Money Management Portfolio holdings

AUM $972M
1-Year Est. Return 11.58%
This Quarter Est. Return
1 Year Est. Return
+11.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$11M
3
+$4.59M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.02M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.24M

Top Sells

1
+$55.6M
2
+$20.2M
3
+$2.78M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.07M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.07M

Sector Composition

1 Energy 0.29%
2 Materials 0.21%
3 Communication Services 0.16%
4 Technology 0.11%
5 Consumer Staples 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$69K 0.02%
12,240
27
– –
-1,173
28
– –
-2,386
29
– –
-12
1
2