BMM

Berkshire Money Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$696M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$20M
3
+$18.5M
4
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$10.3M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.99M

Top Sells

1
+$22.7M
2
+$13M
3
+$8.34M
4
ITB icon
iShares US Home Construction ETF
ITB
+$4.94M
5
EJAN icon
Innovator Emerging Markets Power Buffer ETF January
EJAN
+$507K

Sector Composition

1 Technology 0.52%
2 Energy 0.13%
3 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$777K 0.11%
22,897
27
$566K 0.08%
+31,527
28
$534K 0.08%
+10,322
29
$496K 0.07%
16,399
30
$453K 0.07%
13,834
-1,599
31
– –
-17,146
32
– –
-59,615
1
2