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
$824M
AUM Growth
-$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$6.26M
3
+$3.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.62M
5
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$2.22M

Top Sells

1
+$19.8M
2
+$3.53M
3
+$3.46M
4
VV icon
Vanguard Large-Cap ETF
VV
+$2.66M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.46M

Sector Composition

1 Technology 0.73%
2 Energy 0.18%
3 Communication Services 0.03%
4 Consumer Staples 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,059
52
– –
-1,435
53
– –
-2,379
54
– –
-586
55
– –
-1,307
56
– –
-1,000
57
– –
-568
58
– –
-3,267
59
– –
-1,510
60
– –
-3,433
61
– –
-2,985
62
– –
-1,405
63
– –
-1,001
64
– –
-2,046
65
– –
-8,233
66
– –
-1,860
67
– –
-6,149
68
– –
-4,786
69
– –
-552
70
– –
-8,204
71
– –
-7,366
72
– –
-3,228
73
– –
-2,100
74
– –
-3,983
75
– –
-23,070
1 2
3
4