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
76
$283K 0.03%
7,127
77
$281K 0.03%
4,429
78
$278K 0.03%
1,661
-146
79
$274K 0.03%
7,046
80
$269K 0.03%
480
-92
81
$260K 0.03%
+2,958
82
$256K 0.03%
12,403
83
$256K 0.03%
6,329
84
$256K 0.03%
310
-81
85
$255K 0.03%
1,263
-40
86
$255K 0.03%
13,004
87
$254K 0.03%
948
+36
88
$250K 0.03%
+2,304
89
$249K 0.03%
1,491
-295
90
$233K 0.03%
+1,557
91
$232K 0.03%
+1,047
92
$228K 0.03%
+1,484
93
$224K 0.03%
+1,060
94
$220K 0.02%
1,140
-48
95
$213K 0.02%
+2,976
96
$212K 0.02%
+736
97
$210K 0.02%
+2,243
98
$206K 0.02%
+2,000
99
$203K 0.02%
+2,264
100
$129K 0.01%
14,800
-4,000
1 2 3
4
5