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
$572M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.6M
3
+$8.27M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$6.19M
5
BDEC icon
Innovator US Equity Buffer ETF December
BDEC
+$3.05M

Top Sells

1
+$18.8M
2
+$7.68M
3
+$3.91M
4
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$2.94M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M

Sector Composition

1 Technology 0.49%
2 Energy 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$688K 0.12%
22,897
-3,642
27
$583K 0.1%
10,437
+14
28
$502K 0.09%
16,263
29
– –
-10,403
30
– –
-135,914
31
– –
-296,156
32
– –
-12,501
33
– –
-19,765
34
– –
-14,711
1
2