BMM
Berkshire Money Management Portfolio holdings
AUM
$950M
This Quarter Return
+7.75%
1 Year Return
+10.78%
3 Year Return
+47.8%
5 Year Return
+72.47%
10 Year Return
+166.04%
AUM
$481M
AUM Growth
+$481M
(+5.9%)
Cap. Flow
-$2.7M
Cap. Flow
% of AUM
-0.56%
Top 10 Holdings %
Top 10 Hldgs %
86.25%
Holding
47
New
2
Increased
12
Reduced
13
Closed
18
Top Buys
| 1 |
Innovator US Small Cap Power Buffer ETF January
KJAN
|
$49.4M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$27.4M |
| 3 |
Vanguard Growth ETF
VUG
|
$24.6M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$15.7M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$11.4M |
Top Sells
Sector Composition
| 1 | Technology | 0.49% |
| 2 | Energy | 0.07% |
| 3 | Communication Services | 0.06% |
| 4 | Financials | 0% |
