BMM

Berkshire Money Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$582M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$51.5M
2
+$16.5M
3
+$12.1M
4
BMAY icon
Innovator US Equity Buffer ETF May
BMAY
+$7.93M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.46M

Top Sells

1
+$34.7M
2
+$25.2M
3
+$6.94M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$6.81M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.9M

Sector Composition

1 Technology 0.53%
2 Energy 0.18%
3 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-32,008
52
– –
-124,431
53
– –
-221,574
54
– –
-16,253
1 2
3