BMM
Berkshire Money Management Portfolio holdings
AUM
$950M
This Quarter Return
-7.35%
1 Year Return
+10.78%
3 Year Return
+47.8%
5 Year Return
+72.47%
10 Year Return
+166.04%
AUM
$326M
AUM Growth
+$326M
(-4.1%)
Cap. Flow
-$11.9M
Cap. Flow
% of AUM
-3.66%
Top 10 Holdings %
Top 10 Hldgs %
92.98%
Holding
20
New
1
Increased
9
Reduced
5
Closed
2
Top Buys
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$19M |
| 2 |
iShares S&P 100 ETF
OEF
|
$392K |
| 3 |
iShares China Large-Cap ETF
FXI
|
$227K |
| 4 |
iShares New York Muni Bond ETF
NYF
|
$217K |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$152K |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$11.1M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$10.8M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$4.34M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$4.27M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$1.18M |
Sector Composition
| 1 | Energy | 0.26% |
| 2 | Communication Services | 0.1% |
| 3 | Consumer Staples | 0.07% |
| 4 | Healthcare | 0.01% |
