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
$484M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.32M
3
+$1.3M
4
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$633K
5
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$585K

Top Sells

1
+$1.03M
2
+$652K
3
+$646K
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$131K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$99.9K

Sector Composition

1 Technology 0.31%
2 Financials 0.16%
3 Energy 0.14%
4 Communication Services 0.08%
5 Materials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$478K 0.1%
5,038
27
$428K 0.09%
36,222
-5,016
28
$406K 0.08%
14,213
+1,117
29
$313K 0.06%
1,504
30
$310K 0.06%
23,541
-4,059
31
$278K 0.06%
+10,652
32
$245K 0.05%
1,761
+100
33
$222K 0.05%
1,209
-3,519
34
$204K 0.04%
10,836
-1,014
35
$202K 0.04%
1,735
1
2