BMM
Berkshire Money Management Portfolio holdings
AUM
$976M
1-Year Est. Return
13.87%
This Fund
S&P 500
1 Year Est. Return
+13.87%
AUM
$976M
AUM Growth
-$71.8M
(-6.8%)
Holding
136
Top Buys
| 1 | +$65M | |
| 2 | +$30.1M | |
| 3 | +$24.5M | |
| 4 |
iShares International Select Dividend ETF
IDV
|
+$22.2M |
| 5 |
Innovator International Developed Power Buffer ETF November
INOV
|
+$9.07M |
Top Sells
| 1 | +$54.4M | |
| 2 | +$25.3M | |
| 3 | +$25.1M | |
| 4 |
Innovator US Equity Power Buffer ETF June
PJUN
|
+$22.2M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$21.3M |
Sector Composition
| 1 | Technology | 1.03% |
| 2 | Consumer Discretionary | 0.24% |
| 3 | Energy | 0.2% |
| 4 | Healthcare | 0% |
| 5 | Industrials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
VanEck Semiconductor ETF
SMH
$68.5B
| – | – |
-3,347
|
|
||
127
Invesco S&P 500 Low Volatility ETF
SPLV
$7.08B
| – | – |
-6,578
|
|
||
128
iShares TIPS Bond ETF
TIP
$15.1B
| – | – |
-1,963
|
|
||
129
TJX Companies
TJX
$171B
| – | – |
-1,604
|
|
||
130
Tesla
TSLA
$1.64T
| – | – |
-1,085
|
|
||
131
TSMC
TSM
$2.17T
| – | – |
-811
|
|
||
132
UnitedHealth
UNH
$345B
| – | – |
-651
|
|
||
133
Visa
V
$621B
| – | – |
-1,989
|
|
||
134
Wayfair
W
$9.54B
| – | – |
-3,483
|
|
||
135
Walmart Inc
WMT
$923B
| – | – |
-2,323
|
|
||
136
State Street Energy Select Sector SPDR ETF
XLE
$39.1B
| – | – |
-4,537
|
|