BMM
Berkshire Money Management Portfolio holdings
AUM
$950M
This Quarter Return
+1.09%
1 Year Return
+10.78%
3 Year Return
+47.8%
5 Year Return
+72.47%
10 Year Return
+166.04%
AUM
$340M
AUM Growth
+$340M
(+1.6%)
Cap. Flow
+$1.69M
Cap. Flow
% of AUM
0.5%
Top 10 Holdings %
Top 10 Hldgs %
93.2%
Holding
19
New
1
Increased
7
Reduced
7
Closed
–
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$8.3M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$7.28M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$3.85M |
| 4 |
SPDR S&P Dividend ETF
SDY
|
$3.63M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$594K |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$20.3M |
| 2 |
iShares China Large-Cap ETF
FXI
|
$1.61M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$279K |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$263K |
| 5 |
iShares S&P 100 ETF
OEF
|
$137K |
Sector Composition
| 1 | Energy | 0.23% |
| 2 | Communication Services | 0.09% |
| 3 | Consumer Staples | 0.07% |
| 4 | Healthcare | 0.01% |
