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
$514M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$2.47M
3
+$1.65M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$916K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$772K

Top Sells

1
+$9.2M
2
+$2.97M
3
+$1.22M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$533K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$506K

Sector Composition

1 Technology 0.42%
2 Financials 0.17%
3 Energy 0.13%
4 Communication Services 0.12%
5 Materials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$519K 0.1%
5,543
27
$516K 0.1%
5,038
28
$488K 0.1%
38,082
+1,860
29
$416K 0.08%
14,103
-110
30
$345K 0.07%
24,255
+714
31
$341K 0.07%
1,504
32
$293K 0.06%
1,861
+100
33
$291K 0.06%
10,874
+222
34
$235K 0.05%
1,209
35
$227K 0.04%
11,304
+468
36
$208K 0.04%
+1,436
37
$206K 0.04%
+636
38
– –
-1,735
1
2