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
$622M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.45M
3
+$6.48M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$4.27M
5
ITB icon
iShares US Home Construction ETF
ITB
+$2.98M

Top Sells

1
+$14.7M
2
+$8.27M
3
+$6.71M
4
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$89.6K
5
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$82K

Sector Composition

1 Technology 0.49%
2 Energy 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$102M 16.34%
655,925
+41,857
2
$100M 16.15%
234,542
+1,913
3
$84M 13.51%
243,408
+27,400
4
$59.2M 9.52%
217,981
-54,270
5
$47M 7.56%
163,849
+774
6
$34.5M 5.55%
1,250,514
+154,663
7
$31M 4.98%
134,945
+10,381
8
$30.2M 4.85%
235,610
+7,960
9
$17.8M 2.87%
141,670
+3,685
10
$16.5M 2.66%
199,703
+5,342
11
$13.1M 2.11%
+402,811
12
$13.1M 2.11%
427,804
+28,928
13
$12.4M 2%
437,226
+17,425
14
$11.8M 1.89%
67,868
+2,239
15
$10.3M 1.66%
287,977
+19,476
16
$10M 1.61%
322,257
+23,840
17
$7.08M 1.14%
213,012
+3,333
18
$6.23M 1%
90,050
+42,982
19
$5.22M 0.84%
179,200
-3,076
20
$3.07M 0.49%
22,417
-421
21
$2.14M 0.34%
68,649
-2,626
22
$1.3M 0.21%
43,917
+4,700
23
$1M 0.16%
32,263
24
$815K 0.13%
25,661
25
$725K 0.12%
22,897
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