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
$138M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.85M
3
+$1.48M
4
APTV icon
Aptiv
APTV
+$1.48M
5
SWKS icon
Skyworks Solutions
SWKS
+$1.47M

Top Sells

1
+$1.09M
2
+$671K
3
+$562K
4
MASI icon
Masimo
MASI
+$39.1K

Sector Composition

1 Industrials 18.15%
2 Healthcare 17.28%
3 Technology 16.82%
4 Financials 16.33%
5 Consumer Discretionary 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 1.34%
27,064
+1,884
27
$1.84M 1.33%
25,732
+2,194
28
$1.84M 1.33%
29,737
+2,669
29
$1.84M 1.33%
30,279
+2,589
30
$1.84M 1.33%
48,090
+8,862
31
$1.84M 1.33%
43,600
+5,212
32
$1.84M 1.33%
47,967
+2,563
33
$1.83M 1.33%
50,387
+4,114
34
$1.83M 1.33%
57,269
+7,488
35
$1.83M 1.33%
25,038
+5,258
36
$1.83M 1.32%
31,189
+8,296
37
$1.75M 1.27%
45,956
+8,671
38
$1.74M 1.26%
24,252
+5,640
39
$1.72M 1.24%
15,925
+2,434
40
$1.71M 1.24%
18,736
+835
41
$1.67M 1.21%
33,316
+5,000
42
$1.66M 1.2%
11,479
+2,084
43
$1.65M 1.2%
24,506
+6,438
44
$1.64M 1.19%
38,839
+9,310
45
$1.61M 1.16%
26,489
+3,413
46
$1.6M 1.16%
27,443
+9,585
47
$1.58M 1.14%
26,804
48
$1.56M 1.13%
13,036
+2,197
49
$1.56M 1.13%
16,258
+880
50
$1.53M 1.11%
49,461
+15,780
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