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
$196M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.41M
3
+$1.18M
4
CVX icon
Chevron
CVX
+$1.14M
5
UPS icon
United Parcel Service
UPS
+$349K

Top Sells

1
+$2.77M
2
+$1.53M
3
+$1.35M
4
OXY icon
Occidental Petroleum
OXY
+$892K

Sector Composition

1 Technology 17.74%
2 Industrials 17.28%
3 Financials 16.34%
4 Healthcare 15.76%
5 Consumer Discretionary 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.66M 1.36%
34,456
+700
27
$2.65M 1.36%
43,520
+320
28
$2.62M 1.34%
92,009
+10,450
29
$2.61M 1.33%
37,084
30
$2.56M 1.31%
58,587
+6,400
31
$2.51M 1.28%
20,236
+1,500
32
$2.51M 1.28%
33,316
33
$2.5M 1.28%
18,209
+700
34
$2.45M 1.25%
35,728
+2,000
35
$2.42M 1.24%
26,950
+1,200
36
$2.42M 1.24%
16,260
37
$2.38M 1.22%
20,987
38
$2.37M 1.21%
54,694
+2,000
39
$2.37M 1.21%
26,583
+1,000
40
$2.35M 1.2%
18,187
41
$2.35M 1.2%
16,266
+699
42
$2.33M 1.19%
64,274
+1,200
43
$2.33M 1.19%
26,640
44
$2.32M 1.19%
29,315
+1,500
45
$2.32M 1.18%
11,971
+500
46
$2.29M 1.17%
45,369
+1,541
47
$2.27M 1.16%
19,242
48
$2.26M 1.15%
17,278
49
$2.23M 1.14%
12,400
+1,050
50
$2.2M 1.13%
30,205
+537
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