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
$950M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$22.7M
3
+$15.4M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$15M
5
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$14.4M

Top Sells

1
+$24.8M
2
+$21.6M
3
+$17.8M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$10.3M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$10M

Sector Composition

1 Technology 1.22%
2 Industrials 0.34%
3 Consumer Discretionary 0.33%
4 Communication Services 0.26%
5 Financials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$326K 0.03%
889
-279
77
$322K 0.03%
2,942
+638
78
$316K 0.03%
1,986
79
$303K 0.03%
1,136
-452
80
$301K 0.03%
7,127
81
$297K 0.03%
1,114
-228
82
$291K 0.03%
7,046
83
$288K 0.03%
989
-70
84
$277K 0.03%
6,329
85
$273K 0.03%
1,540
-370
86
$256K 0.03%
12,403
87
$256K 0.03%
13,004
88
$252K 0.03%
407
-73
89
$249K 0.03%
816
+80
90
$243K 0.03%
312
+2
91
$239K 0.03%
8,249
-3,521
92
$236K 0.02%
1,484
93
$236K 0.02%
1,012
-48
94
$216K 0.02%
793
-155
95
$216K 0.02%
2,210
-748
96
$213K 0.02%
1,491
97
$211K 0.02%
+4,456
98
$211K 0.02%
2,976
99
$209K 0.02%
+5,173
100
$208K 0.02%
2,100
+100
2 3
4
5 6