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
$572M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.6M
3
+$8.27M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$6.19M
5
BDEC icon
Innovator US Equity Buffer ETF December
BDEC
+$3.05M

Top Sells

1
+$18.8M
2
+$7.68M
3
+$3.91M
4
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$2.94M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M

Sector Composition

1 Technology 0.49%
2 Energy 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$92.2M 16.13%
232,629
+1,511
2
$90.3M 15.8%
614,068
-6,628
3
$71.3M 12.47%
216,008
-1,411
4
$66.2M 11.57%
272,251
-16,105
5
$41.9M 7.33%
163,075
+2,302
6
$29.9M 5.24%
1,095,851
+226,348
7
$28.6M 5%
227,650
+18,183
8
$27.5M 4.81%
124,564
+1,051
9
$16.1M 2.82%
137,985
+2,363
10
$16M 2.8%
194,361
-15,198
11
$11.6M 2.03%
+398,876
12
$11.6M 2.02%
+419,801
13
$10.6M 1.85%
65,629
+2,510
14
$9.17M 1.6%
268,501
+23,137
15
$9.04M 1.58%
298,417
+40,438
16
$8.27M 1.45%
+271,404
17
$6.71M 1.17%
225,483
+80,075
18
$6.68M 1.17%
209,679
+95,740
19
$5.2M 0.91%
182,276
-102,993
20
$3.19M 0.56%
47,068
-205
21
$2.79M 0.49%
22,838
+2,187
22
$2.17M 0.38%
71,275
-4,597
23
$1.15M 0.2%
39,217
-15,744
24
$989K 0.17%
32,263
-17,614
25
$794K 0.14%
25,661
-9,370
1
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