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
$401M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$23.1M
2 +$11.8M
3 +$8.22M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$7.88M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.83M

Top Sells

1 +$24.1M
2 +$13.3M
3 +$11.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.06M
5
IYR icon
iShares US Real Estate ETF
IYR
+$5.88M

Sector Composition

1 Energy 0.17%
2 Materials 0.16%
3 Technology 0.15%
4 Communication Services 0.09%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$257K 0.06%
970
27
$249K 0.06%
6,631
-294,960
28
-72,586