BMM
Berkshire Money Management Portfolio holdings
AUM
$950M
This Quarter Return
-11.56%
1 Year Return
+10.78%
3 Year Return
+47.8%
5 Year Return
+72.47%
10 Year Return
+166.04%
AUM
$407M
AUM Growth
+$407M
(-21%)
Cap. Flow
-$16.7M
Cap. Flow
% of AUM
-4.1%
Top 10 Holdings %
Top 10 Hldgs %
75.74%
Holding
86
New
49
Increased
8
Reduced
19
Closed
6
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$42.4M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$39.7M |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$31.2M |
| 4 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$25.8M |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$22.9M |
Sector Composition
| 1 | Technology | 0.51% |
| 2 | Financials | 0.17% |
| 3 | Energy | 0.11% |
| 4 | Communication Services | 0.08% |
| 5 | Materials | 0% |
