BMMM

Boston Mountain Money Management Portfolio holdings

AUM $172M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$14.9M
3
+$14.7M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$13.5M
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$11.7M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 10.23%
2 Technology 2.29%
3 Communication Services 1.51%
4 Financials 1.41%
5 Healthcare 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$670K 0.46%
+9,740
27
$627K 0.43%
+13,866
28
$619K 0.42%
+1,252
29
$596K 0.41%
+9,884
30
$584K 0.4%
+15,394
31
$548K 0.38%
+3,036
32
$519K 0.36%
+2,839
33
$506K 0.35%
+2,025
34
$504K 0.35%
+4,336
35
$498K 0.34%
+2,502
36
$469K 0.32%
+1,115
37
$438K 0.3%
+910
38
$396K 0.27%
+109
39
$332K 0.23%
+1,177
40
$321K 0.22%
+2,006
41
$302K 0.21%
+5,210
42
$301K 0.21%
+1,191
43
$301K 0.21%
+4,950
44
$300K 0.21%
+595
45
$288K 0.2%
+1,186
46
$282K 0.19%
+620
47
$272K 0.19%
+1,188
48
$268K 0.18%
+3,708
49
$268K 0.18%
+498
50
$262K 0.18%
+2,143
1
2
3