BMM
Berkshire Money Management Portfolio holdings
AUM
$950M
This Quarter Return
+10.6%
1 Year Return
+10.78%
3 Year Return
+47.8%
5 Year Return
+72.47%
10 Year Return
+166.04%
AUM
$751M
AUM Growth
+$751M
(+14%)
Cap. Flow
+$25.6M
Cap. Flow
% of AUM
3.41%
Top 10 Holdings %
Top 10 Hldgs %
80.99%
Holding
45
New
5
Increased
11
Reduced
17
Closed
5
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$39M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$26.3M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$12M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$10M |
| 5 |
Innovator US Equity Buffer ETF July
BJUL
|
$4.16M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$17.1M |
| 2 |
Innovator US Equity Buffer ETF May
BMAY
|
$13.5M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$13M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$7.47M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$6.52M |
Sector Composition
| 1 | Technology | 0.54% |
| 2 | Energy | 0.16% |
| 3 | Healthcare | 0.08% |
| 4 | Communication Services | 0.03% |
