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
$148M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$842K
3
+$523K
4
JNJ icon
Johnson & Johnson
JNJ
+$380K
5
GLW icon
Corning
GLW
+$374K

Top Sells

1
+$1.34M
2
+$3.43K
3
+$48

Sector Composition

1 Technology 17.46%
2 Industrials 17.21%
3 Healthcare 16.84%
4 Financials 16.83%
5 Consumer Discretionary 11.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 1.35%
33,555
+2,557
27
$2M 1.34%
26,457
+2,205
28
$1.99M 1.34%
33,205
+2,926
29
$1.99M 1.34%
30,761
+1,024
30
$1.98M 1.33%
68,483
+9,170
31
$1.98M 1.33%
23,608
32
$1.97M 1.33%
70,681
+13,412
33
$1.94M 1.31%
20,389
+1,918
34
$1.93M 1.3%
29,750
+4,534
35
$1.87M 1.26%
26,478
+1,440
36
$1.86M 1.26%
27,917
+2,185
37
$1.74M 1.17%
15,232
+423
38
$1.73M 1.17%
21,278
+504
39
$1.73M 1.17%
50,387
40
$1.71M 1.16%
16,281
+356
41
$1.7M 1.15%
26,750
-54
42
$1.69M 1.14%
12,479
+1,000
43
$1.69M 1.14%
32,301
+2,903
44
$1.68M 1.13%
33,316
45
$1.67M 1.13%
36,912
+2,618
46
$1.66M 1.12%
63,028
+9,162
47
$1.66M 1.12%
23,771
+2,570
48
$1.66M 1.12%
16,523
+1,012
49
$1.65M 1.11%
19,079
+262
50
$1.65M 1.11%
27,704
+976
1
2
3 4