BMM
Berkshire Money Management Portfolio holdings
AUM
$950M
This Quarter Return
+1.24%
1 Year Return
+10.78%
3 Year Return
+47.8%
5 Year Return
+72.47%
10 Year Return
+166.04%
AUM
$920M
AUM Growth
+$920M
(+5.3%)
Cap. Flow
+$38.1M
Cap. Flow
% of AUM
4.14%
Top 10 Holdings %
Top 10 Hldgs %
78.25%
Holding
86
New
46
Increased
18
Reduced
11
Closed
–
Top Buys
| 1 |
KAUG
Innovator US Small Cap Power Buffer ETF - August
KAUG
|
$49.4M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$13.2M |
| 3 |
KDEC
Innovator U.S. Small Cap Power Buffer ETF - December
KDEC
|
$9.2M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$3.61M |
| 5 |
Microsoft
MSFT
|
$3.29M |
Top Sells
Sector Composition
| 1 | Technology | 1.35% |
| 2 | Consumer Discretionary | 0.39% |
| 3 | Communication Services | 0.28% |
| 4 | Financials | 0.24% |
| 5 | Industrials | 0.23% |
