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BMM
Berkshire Money Management Portfolio holdings
AUM
$976M
1-Year Est. Return
13.87%
This Fund
S&P 500
This Quarter
Est. Return
-2.56%
1 Year Est. Return
+13.87%
3 Year Est. Return
+44.35%
5 Year Est. Return
+47.81%
10 Year Est. Return
+184.24%
AUM
$976M
AUM Growth
-$71.8M
(-6.8%)
Cap. Flow
-$40.2M
Cap. Flow
% of AUM
-4.12%
Top 10 Holdings %
Top 10 Hldgs %
70.7%
Holding
136
New
5
Increased
14
Reduced
18
Closed
84
Top Buys
Top Sells
| 1 |
KAUG
Innovator U.S. Small Cap Power Buffer ETF - August
KAUG
|
+$54.4M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$25.3M |
| 3 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$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
Vanguard Russell 1000 ETF
VONE
$8.3B
| – | – |
-5,295
| Closed | -$1.64M |
|
127
Vanguard S&P 500 ETF
VOO
$982B
| – | – |
-5,556
| Closed | -$3.48M |
|
128
Vanguard S&P 500 Value ETF
VOOV
$6.57B
| – | – |
-2,142
| Closed | -$439K |
|
129
Vanguard Mid-Cap Growth ETF
VOT
$19.5B
| – | – |
-6,200
| Closed | -$1.73M |
|
130
Vanguard Large-Cap ETF
VV
$52.6B
| – | – |
-4,420
| Closed | -$1.39M |
|
131
Wayfair
W
$11.4B
| – | – |
-3,483
| Closed | -$350K |
|
132
Walmart Inc
WMT
$913B
| – | – |
-2,323
| Closed | -$259K |
|
133
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
| – | – |
-4,537
| Closed | -$203K |
|
134
State Street Financial Select Sector SPDR ETF
XLF
$54.6B
| – | – |
-3,882
| Closed | -$213K |
|
135
State Street Industrial Select Sector SPDR ETF
XLI
$33.5B
| – | – |
-2,864
| Closed | -$444K |
|
136
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
| – | – |
-5,394
| Closed | -$835K |
|
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