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
$407M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$42M
3
+$34.8M
4
UJUN icon
Innovator US Equity Ultra Buffer ETF June
UJUN
+$19.9M
5
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$19.2M

Top Sells

1
+$42.4M
2
+$39.7M
3
+$31.2M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$25.8M
5
SPLV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$70K 0.02%
+782
52
$67K 0.02%
+784
53
$60K 0.01%
+4,662
54
$36K 0.01%
+2,178
55
$33K 0.01%
+536
56
$31K 0.01%
+825
57
$30K 0.01%
+200
58
$27K 0.01%
+307
59
$27K 0.01%
+1,062
60
$24K 0.01%
+429
61
$18K ﹤0.01%
+400
62
$15K ﹤0.01%
+500
63
$15K ﹤0.01%
+185
64
$15K ﹤0.01%
+1,446
65
$10K ﹤0.01%
+296
66
$8K ﹤0.01%
+94
67
$8K ﹤0.01%
+266
68
$8K ﹤0.01%
+150
69
$7K ﹤0.01%
+250
70
$6K ﹤0.01%
+65
71
$6K ﹤0.01%
+274
72
$6K ﹤0.01%
+80
73
$5K ﹤0.01%
+69
74
$4K ﹤0.01%
+438
75
$2K ﹤0.01%
+54
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