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
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.44M
3
+$2.14M
4
BDX icon
Becton Dickinson
BDX
+$2.12M
5
MSFT icon
Microsoft
MSFT
+$1.82M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.95%
2 Industrials 17.67%
3 Technology 16.66%
4 Financials 15.24%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 1.16%
+18,068
52
$1.26M 1.16%
+25,633
53
$1.25M 1.15%
+29,980
54
$1.25M 1.15%
+27,386
55
$1.24M 1.15%
+9,395
56
$1.24M 1.15%
+23,272
57
$1.24M 1.14%
+49,640
58
$1.24M 1.14%
+29,154
59
$1.23M 1.13%
+24,858
60
$1.23M 1.13%
+8,302
61
$1.22M 1.12%
+18,987
62
$1.21M 1.12%
+19,732
63
$1.21M 1.12%
+18,515
64
$1.21M 1.12%
+15,378
65
$1.21M 1.11%
+10,839
66
$1.21M 1.11%
+23,526
67
$1.2M 1.11%
+30,639
68
$1.2M 1.1%
+33,681
69
$1.2M 1.1%
+9,224
70
$1.18M 1.09%
+19,704
71
$1.09M 1.01%
+16,983
72
$1.09M 1%
+19,848
73
$1.08M 1%
+9,166
74
$1M 0.92%
+17,858
75
$899K 0.83%
+11,569
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