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
$874M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$5.73M
3
+$3.77M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.72M
5
KAUG
Innovator U.S. Small Cap Power Buffer ETF - August
KAUG
+$2.22M

Top Sells

1
+$63M
2
+$7.25M
3
+$964K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$590K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$179K

Sector Composition

1 Technology 0.74%
2 Energy 0.17%
3 Communication Services 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.18%
38,154
+314
27
$1.49M 0.17%
12,727
+104
28
$1.12M 0.13%
26,717
29
$1.12M 0.13%
30,371
30
$1.08M 0.12%
23,267
-1
31
$927K 0.11%
21,374
32
$741K 0.08%
19,425
33
$566K 0.06%
28,942
34
$560K 0.06%
12,055
35
$537K 0.06%
12,559
-856
36
$489K 0.06%
13,236
37
$414K 0.05%
+20,159
38
$350K 0.04%
15,896
+3,071
39
$256K 0.03%
13,004
40
$256K 0.03%
12,403
41
– –
-16,208
1
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