BIA

BMT Investment Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 12.04%
This Quarter Est. Return
1 Year Est. Return
-12.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.44M
3
+$2.14M
4
BDX icon
Becton Dickinson
BDX
+$2.12M
5
MSFT icon
Microsoft
MSFT
+$1.82M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.95%
2 Industrials 17.67%
3 Technology 16.66%
4 Financials 15.24%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 1.4%
+11,188
27
$1.52M 1.4%
+23,538
28
$1.52M 1.4%
+10,678
29
$1.51M 1.39%
+25,180
30
$1.51M 1.39%
+18,612
31
$1.51M 1.39%
+11,601
32
$1.51M 1.39%
+22,893
33
$1.5M 1.39%
+37,285
34
$1.49M 1.38%
+27,690
35
$1.49M 1.37%
+49,781
36
$1.49M 1.37%
+46,273
37
$1.45M 1.34%
+17,901
38
$1.45M 1.33%
+39,228
39
$1.43M 1.32%
+36,987
40
$1.37M 1.27%
+28,316
41
$1.37M 1.26%
+26,804
42
$1.35M 1.25%
+29,529
43
$1.32M 1.21%
+24,514
44
$1.3M 1.2%
+13,491
45
$1.3M 1.2%
+24,406
46
$1.3M 1.2%
+34,252
47
$1.29M 1.19%
+29,398
48
$1.28M 1.18%
+34,334
49
$1.27M 1.17%
+23,076
50
$1.26M 1.17%
+28,136
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