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
$191M
AUM Growth
+$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.61M
3
+$996K
4
DOW icon
Dow Inc
DOW
+$877K
5
CTVA icon
Corteva
CTVA
+$526K

Top Sells

1
+$2.18M
2
+$2.04M
3
+$892K
4
DD icon
DuPont de Nemours
DD
+$650K
5
ABT icon
Abbott
ABT
+$463K

Sector Composition

1 Technology 17.36%
2 Industrials 17.31%
3 Healthcare 16.41%
4 Financials 15.97%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.56M 1.34%
44,838
+4,420
27
$2.53M 1.33%
18,187
28
$2.52M 1.32%
63,074
29
$2.51M 1.32%
20,987
30
$2.48M 1.3%
33,728
31
$2.45M 1.28%
33,756
32
$2.43M 1.28%
33,316
33
$2.42M 1.27%
16,260
-2,400
34
$2.42M 1.27%
52,694
35
$2.39M 1.25%
37,084
+2,081
36
$2.34M 1.23%
19,242
37
$2.33M 1.22%
43,200
+8,000
38
$2.31M 1.21%
15,567
39
$2.3M 1.21%
+200,481
40
$2.3M 1.2%
17,509
41
$2.28M 1.19%
22,046
+174
42
$2.26M 1.19%
11,350
-650
43
$2.23M 1.17%
25,583
-1,586
44
$2.22M 1.16%
37,267
45
$2.21M 1.16%
39,198
+1,500
46
$2.17M 1.14%
18,736
47
$2.17M 1.14%
29,668
48
$2.15M 1.13%
26,640
+2,711
49
$2.15M 1.13%
27,815
+2,707
50
$2.12M 1.11%
17,278
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