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
$684M
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$10.7M
3
+$9.84M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.21M
5
OEF icon
iShares S&P 100 ETF
OEF
+$7.33M

Top Sells

1
+$38.8M
2
+$14M
3
+$13.2M
4
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$12.3M
5
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$10.1M

Sector Composition

1 Technology 0.56%
2 Energy 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$515K 0.08%
15,433
-830
27
$507K 0.07%
17,146
-320,101
28
$499K 0.07%
16,399
29
– –
-1,417,946
30
– –
-432,038
31
– –
-427,451
1
2