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
$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
State Street 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
76
$2K ﹤0.01%
+54
77
$1K ﹤0.01%
39
-11,265
78
– –
-1,436
79
$0 ﹤0.01%
+1
80
$0 ﹤0.01%
+8
81
– –
-1,209
82
– –
-31,316
83
– –
-959,166
84
$0 ﹤0.01%
+1
85
– –
-113,161
86
– –
-18,130
1 2 3
4