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
$824M
AUM Growth
-$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$6.26M
3
+$3.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.62M
5
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$2.22M

Top Sells

1
+$19.8M
2
+$3.53M
3
+$3.46M
4
VV icon
Vanguard Large-Cap ETF
VV
+$2.66M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.46M

Sector Composition

1 Technology 0.73%
2 Energy 0.18%
3 Communication Services 0.03%
4 Consumer Staples 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.18%
12,623
-187
27
$1.09M 0.13%
26,717
-3
28
$1.08M 0.13%
30,371
-725
29
$1.05M 0.13%
23,268
-108
30
$964K 0.12%
16,208
31
$887K 0.11%
21,374
-230
32
$726K 0.09%
19,425
-14
33
$555K 0.07%
28,942
34
$547K 0.07%
12,055
35
$544K 0.07%
13,415
-7,115
36
$480K 0.06%
13,236
37
$254K 0.03%
12,403
38
$250K 0.03%
+13,004
39
$245K 0.03%
12,825
-952
40
– –
-1,373
41
– –
-7,299
42
– –
-1,188
43
– –
-6,669
44
– –
-7,335
45
– –
-1,472
46
– –
-4,064
47
– –
-577
48
– –
-6,000
49
– –
-2,510
50
– –
-23,967
1
2
3 4