BMMM
Boston Mountain Money Management Portfolio holdings
AUM
$172M
This Quarter Return
+8.47%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
–
Cap. Flow
+$146M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
73.69%
Holding
62
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$21.2M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$14.9M |
| 3 |
Walmart
WMT
|
$14.7M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$13.5M |
| 5 |
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% |
