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

Top Sells

1 +$26.8M
2 +$24M
3 +$19.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$10.9M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$10.9M

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
PFEB icon
126
Innovator US Equity Power Buffer ETF February
PFEB
$727M
$61.6K 0.01%
+1,621
VTI icon
127
Vanguard Total Stock Market ETF
VTI
$578B
$60.2K 0.01%
+198
SHE icon
128
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$287M
$56.9K 0.01%
+456
BDEC icon
129
Innovator US Equity Buffer ETF December
BDEC
$239M
$55.6K 0.01%
+1,232
VNQ icon
130
Vanguard Real Estate ETF
VNQ
$34.7B
$52.7K 0.01%
+592
FNDX icon
131
Schwab Fundamental US Large Company Index ETF
FNDX
$23B
$51.8K 0.01%
+2,112
BSCT icon
132
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.64B
$51K 0.01%
+2,726
IWR icon
133
iShares Russell Mid-Cap ETF
IWR
$48.2B
$50.9K 0.01%
+553
XHB icon
134
State Street SPDR S&P Homebuilders ETF
XHB
$1.83B
$49.3K 0.01%
+500
BAC.PRL icon
135
Bank of America Series L
BAC.PRL
$3.83B
$48.5K 0.01%
+40
IWP icon
136
iShares Russell Mid-Cap Growth ETF
IWP
$20.9B
$45.1K ﹤0.01%
+325
SCHX icon
137
Schwab US Large- Cap ETF
SCHX
$64B
$44.9K ﹤0.01%
+1,836
VBK icon
138
Vanguard Small-Cap Growth ETF
VBK
$21.9B
$43.8K ﹤0.01%
+158
SHY icon
139
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$43.1K ﹤0.01%
+520
XJH icon
140
iShares ESG Screened S&P Mid-Cap ETF
XJH
$354M
$41.5K ﹤0.01%
+1,000
SCHI icon
141
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.9B
$38.7K ﹤0.01%
+1,699
XBAP icon
142
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
$133M
$35.4K ﹤0.01%
+964
XLB icon
143
State Street Materials Select Sector SPDR ETF
XLB
$6B
$35.1K ﹤0.01%
+800
ROBO icon
144
ROBO Global Robotics & Automation Index ETF
ROBO
$1.39B
$34.4K ﹤0.01%
+575
VTV icon
145
Vanguard Value ETF
VTV
$163B
$32.9K ﹤0.01%
+186
NLR icon
146
VanEck Uranium + Nuclear Energy ETF
NLR
$4.34B
$32.7K ﹤0.01%
+294
IBB icon
147
iShares Biotechnology ETF
IBB
$8.62B
$27.8K ﹤0.01%
+220
SPHQ icon
148
Invesco S&P 500 Quality ETF
SPHQ
$15.4B
$27.8K ﹤0.01%
+390
VGSH icon
149
Vanguard Short-Term Treasury ETF
VGSH
$25.9B
$27K ﹤0.01%
+460
VBR icon
150
Vanguard Small-Cap Value ETF
VBR
$33.9B
$24.4K ﹤0.01%
+125