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

Top Buys

1
+$7.84M
2
+$5.86M
3
+$3.53M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.48M
5
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$2.21M

Top Sells

1
+$19.6M
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
76
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77
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-3,267
78
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-4,786
79
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80
– –
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81
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82
– –
-2,930
83
– –
-6,200
84
– –
-6,669
85
– –
-2,510
1 2 3
4