BMMM
Boston Mountain Money Management Portfolio holdings
AUM
$172M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$172M
AUM Growth
+$20.7M
(+14%)
Holding
66
Top Buys
| 1 | +$6.34M | |
| 2 | +$1.63M | |
| 3 | +$621K | |
| 4 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$446K |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$303K |
Top Sells
| 1 | +$404K | |
| 2 | +$278K | |
| 3 | +$216K | |
| 4 |
Walt Disney
DIS
|
+$204K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$58.1K |
Sector Composition
| 1 | Consumer Staples | 11.23% |
| 2 | Technology | 2.26% |
| 3 | Financials | 1.25% |
| 4 | Communication Services | 1.21% |
| 5 | Healthcare | 1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Tesla
TSLA
$1.44T
| $263K | 0.15% |
+1,006
|
|
||
52
Novartis
NVS
$284B
| $253K | 0.15% |
2,198
+254
|
|
||
53
McKesson
MCK
$108B
| $251K | 0.15% |
509
+10
|
|
||
54
Sanofi
SNY
$109B
| $249K | 0.14% |
4,321
|
|
||
55
Charles Schwab
SCHW
$168B
| $239K | 0.14% |
3,689
-19
|
|
||
56
JPMorgan Chase
JPM
$789B
| $239K | 0.14% |
+1,133
|
|
||
57
Philip Morris
PM
$255B
| $237K | 0.14% |
+1,951
|
|
||
58
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.5B
| $235K | 0.14% |
9,753
|
|
||
59
Ecolab
ECL
$74.6B
| $234K | 0.14% |
916
+11
|
|
||
60
Mastercard
MA
$445B
| $234K | 0.14% |
473
-7
|
|
||
61
Analog Devices
ADI
$157B
| $222K | 0.13% |
963
-50
|
|
||
62
Qualcomm
QCOM
$137B
| $204K | 0.12% |
1,198
|
|
||
63
Vanguard Large-Cap ETF
VV
$45.4B
| $204K | 0.12% |
+773
|
|
||
64
Boeing
BA
$154B
| – | – |
-1,186
|
|
||
|
65
Walt Disney
DIS
$171B
| – | – |
-2,052
|
|