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
$183M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$880K
2
+$443K
3
+$305K
4
ASTE icon
Astec Industries
ASTE
+$280K
5
AAPL icon
Apple
AAPL
+$253K

Top Sells

1
+$641K
2
+$466K

Sector Composition

1 Healthcare 18%
2 Industrials 17.27%
3 Technology 16.79%
4 Financials 15.28%
5 Consumer Discretionary 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 1.34%
73,962
27
$2.44M 1.34%
21,872
+733
28
$2.4M 1.31%
33,756
29
$2.39M 1.31%
40,418
+1,918
30
$2.37M 1.3%
33,316
31
$2.37M 1.29%
25,750
+1,511
32
$2.35M 1.28%
35,490
+996
33
$2.34M 1.28%
19,242
34
$2.33M 1.27%
20,987
-4,200
35
$2.3M 1.26%
37,267
36
$2.29M 1.25%
63,074
+2,000
37
$2.29M 1.25%
51,187
38
$2.29M 1.25%
33,728
39
$2.24M 1.23%
12,000
40
$2.22M 1.22%
27,169
41
$2.2M 1.2%
52,694
+500
42
$2.2M 1.2%
61,492
43
$2.18M 1.19%
39,310
44
$2.18M 1.19%
29,668
+2,956
45
$2.15M 1.18%
23,527
+204
46
$2.15M 1.17%
17,509
47
$2.07M 1.13%
25,108
+3,692
48
$2.06M 1.13%
35,200
+15,000
49
$2.05M 1.12%
21,586
50
$2.05M 1.12%
21,531
+300
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