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
$407M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$42M
3
+$34.8M
4
UJUN icon
Innovator US Equity Ultra Buffer ETF June
UJUN
+$19.9M
5
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$19.2M

Top Sells

1
+$42.4M
2
+$39.7M
3
+$31.2M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$25.8M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$22.9M

Sector Composition

1 Technology 0.51%
2 Financials 0.17%
3 Energy 0.11%
4 Communication Services 0.08%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$545K 0.13%
3,457
+1,596
27
$523K 0.13%
+3,119
28
$474K 0.12%
22,343
-19
29
$467K 0.11%
1,778
-118,600
30
$455K 0.11%
44,526
+6,444
31
$447K 0.11%
11,767
+1,890
32
$391K 0.1%
5,038
33
$314K 0.08%
14,285
+182
34
$293K 0.07%
1,604
+100
35
$287K 0.07%
4,052
-1,491
36
$279K 0.07%
26,682
+2,427
37
$203K 0.05%
927
-81,697
38
$178K 0.04%
1,134
-81,059
39
$177K 0.04%
2,220
-50,922
40
$151K 0.04%
+1,219
41
$149K 0.04%
1,301
-129,050
42
$141K 0.03%
+1,750
43
$132K 0.03%
+1,611
44
$118K 0.03%
+500
45
$111K 0.03%
428
-208
46
$103K 0.03%
796
-4,330
47
$100K 0.02%
+1,010
48
$84K 0.02%
+509
49
$77K 0.02%
+1,414
50
$70K 0.02%
+1,194
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