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
$891M
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$7.75M
3
+$6.4M
4
THNQ icon
ROBO Global Artificial Intelligence ETF
THNQ
+$5.83M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.16M

Top Sells

1
+$14.2M
2
+$8.16M
3
+$5.74M
4
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$4.17M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.27M

Sector Composition

1 Technology 1.12%
2 Consumer Discretionary 0.32%
3 Industrials 0.31%
4 Communication Services 0.27%
5 Financials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$518K 0.06%
4,720
+18
52
$513K 0.06%
13,776
53
$496K 0.06%
11,686
54
$489K 0.05%
3,228
55
$476K 0.05%
6,000
56
$476K 0.05%
1,941
-25
57
$470K 0.05%
5,954
58
$428K 0.05%
1,168
-7
59
$410K 0.05%
20,159
60
$398K 0.04%
2,163
-685
61
$391K 0.04%
+3,887
62
$383K 0.04%
1,588
-173
63
$349K 0.04%
2,570
64
$340K 0.04%
8,204
65
$338K 0.04%
1,986
-36
66
$336K 0.04%
552
67
$333K 0.04%
11,770
-3
68
$332K 0.04%
+1,949
69
$323K 0.04%
1,247
-657
70
$305K 0.03%
1,342
+35
71
$305K 0.03%
327
-49
72
$298K 0.03%
1,910
+149
73
$296K 0.03%
566
-20
74
$289K 0.03%
1,059
-43
75
$284K 0.03%
3,055
-531
1 2
3
4 5