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
$891M
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$7.75M
3
+$6.4M
4
THNQ icon
ROBO Global Artificial Intelligence ETF
THNQ
+$5.83M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.16M

Top Sells

1
+$14.2M
2
+$8.16M
3
+$5.74M
4
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$4.17M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.27M

Sector Composition

1 Technology 1.12%
2 Consumer Discretionary 0.32%
3 Industrials 0.31%
4 Communication Services 0.27%
5 Financials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 0.27%
56,376
27
$1.82M 0.2%
9,555
+188
28
$1.77M 0.2%
44,137
29
$1.63M 0.18%
15,065
-4,435
30
$1.63M 0.18%
13,728
-256
31
$1.59M 0.18%
36,752
-3,074
32
$1.52M 0.17%
6,200
33
$1.21M 0.14%
4,693
-721
34
$1.11M 0.12%
26,717
35
$1.1M 0.12%
4,070
-348
36
$1.1M 0.12%
23,582
+315
37
$908K 0.1%
21,374
38
$900K 0.1%
6,161
-544
39
$848K 0.1%
1,592
+36
40
$782K 0.09%
21,123
41
$748K 0.08%
1,401
-4
42
$745K 0.08%
1,293
+12
43
$743K 0.08%
785
+158
44
$742K 0.08%
19,425
45
$717K 0.08%
4,637
+101
46
$621K 0.07%
4,687
-147
47
$564K 0.06%
28,942
48
$559K 0.06%
12,055
49
$530K 0.06%
12,687
50
$519K 0.06%
1,481
+104
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