BMM
Berkshire Money Management Portfolio holdings
AUM
$950M
This Quarter Return
+6.83%
1 Year Return
+10.78%
3 Year Return
+47.8%
5 Year Return
+72.47%
10 Year Return
+166.04%
AUM
$828M
AUM Growth
+$828M
(+10%)
Cap. Flow
+$24.5M
Cap. Flow
% of AUM
2.96%
Top 10 Holdings %
Top 10 Hldgs %
81.25%
Holding
85
New
45
Increased
16
Reduced
17
Closed
1
Top Buys
| 1 |
Innovator US Small Cap Power Buffer ETF January
KJAN
|
$42.7M |
| 2 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$24.7M |
| 3 |
Invesco QQQ Trust
QQQ
|
$15.5M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$14.6M |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$7.67M |
Top Sells
Sector Composition
| 1 | Technology | 1.12% |
| 2 | Consumer Discretionary | 0.25% |
| 3 | Industrials | 0.24% |
| 4 | Financials | 0.2% |
| 5 | Energy | 0.18% |
