BMM
Berkshire Money Management Portfolio holdings
AUM
$950M
This Quarter Return
+5.5%
1 Year Return
+10.78%
3 Year Return
+47.8%
5 Year Return
+72.47%
10 Year Return
+166.04%
AUM
$874M
AUM Growth
+$874M
(+6.1%)
Cap. Flow
+$9.63M
Cap. Flow
% of AUM
1.1%
Top 10 Holdings %
Top 10 Hldgs %
82.59%
Holding
41
New
2
Increased
17
Reduced
10
Closed
1
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$58.2M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$5.73M |
| 3 |
Innovator US Small Cap Power Buffer ETF January
KJAN
|
$3.77M |
| 4 |
Invesco QQQ Trust
QQQ
|
$2.72M |
| 5 |
KAUG
Innovator US Small Cap Power Buffer ETF - August
KAUG
|
$2.22M |
Top Sells
Sector Composition
| 1 | Technology | 0.74% |
| 2 | Energy | 0.17% |
| 3 | Communication Services | 0.04% |
