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
51
$262K 0.18%
+2,899
52
$255K 0.17%
+524
53
$234K 0.16%
+4,669
54
$229K 0.16%
+1,186
55
$229K 0.16%
+1,681
56
$226K 0.15%
+9,628
57
$219K 0.15%
+949
58
$218K 0.15%
+2,256
59
$210K 0.14%
+4,321
60
$210K 0.14%
+1,649
61
$203K 0.14%
+1,198
62
$200K 0.14%
+1,013
1 2
3