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
$542M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$15.2M
3
+$14.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$10.8M
5
EJAN icon
Innovator Emerging Markets Power Buffer ETF January
EJAN
+$7.75M

Top Sells

1
+$54.2M
2
+$12.5M
3
+$7.74M
4
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$3.8M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.76M

Sector Composition

1 Technology 0.51%
2 Energy 0.08%
3 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$702K 0.13%
10,403
-3,400
27
$690K 0.13%
12,501
-5,440
28
$594K 0.11%
19,765
29
$485K 0.09%
16,263
-10,737
30
$459K 0.08%
14,711
-488
31
$430K 0.08%
10,423
-78
32
– –
-13,347
33
– –
-264,061
34
– –
-12,467
1
2