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
$452M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.5M
3
+$5.84M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.06M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.73M

Top Sells

1
+$18.3M
2
+$9.24M
3
+$5.6M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$5.3M
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$4.97M

Sector Composition

1 Technology 0.22%
2 Energy 0.17%
3 Materials 0.15%
4 Financials 0.07%
5 Communication Services 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$302K 0.07%
1,504
+90
27
$301K 0.07%
12,692
-3,707
28
$301K 0.07%
+5,700
29
$213K 0.05%
+11,520
30
– –
-1,091
31
– –
-2,690
32
– –
-894
1
2