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
$631M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$4.76M
3
+$3.53M
4
BOCT icon
Innovator US Equity Buffer ETF October
BOCT
+$1.9M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.69M

Top Sells

1
+$24.4M
2
+$6.49M
3
+$2.92M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.77M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.12M

Sector Composition

1 Technology 0.44%
2 Energy 0.21%
3 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 0.38%
81,705
-1,351
27
$2.39M 0.38%
13,037
-745
28
$2.04M 0.32%
67,669
+25,842
29
$2.04M 0.32%
31,958
-381,734
30
$2.04M 0.32%
92,784
-2,655
31
$1.63M 0.26%
54,378
-10,562
32
$1.4M 0.22%
45,927
-666
33
$1.33M 0.21%
12,096
+10
34
$1.15M 0.18%
19,668
+977
35
$1.08M 0.17%
21,139
+10,809
36
$959K 0.15%
32,263
37
$915K 0.15%
12,171
+238
38
$829K 0.13%
27,680
39
$710K 0.11%
22,897
40
$628K 0.1%
35,280
-34,401
41
$454K 0.07%
30,171
-1,755
42
$449K 0.07%
+13,013
43
$391K 0.06%
+12,652
44
$388K 0.06%
+11,063
45
$259K 0.04%
13,703
46
– –
-32,090
47
– –
-39,908
1
2