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
$138M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.85M
3
+$1.48M
4
APTV icon
Aptiv
APTV
+$1.48M
5
SWKS icon
Skyworks Solutions
SWKS
+$1.47M

Top Sells

1
+$1.09M
2
+$671K
3
+$562K
4
MASI icon
Masimo
MASI
+$39.1K

Sector Composition

1 Industrials 18.15%
2 Healthcare 17.28%
3 Technology 16.82%
4 Financials 16.33%
5 Consumer Discretionary 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 1.09%
29,398
52
$1.51M 1.09%
27,204
+2,690
53
$1.5M 1.09%
20,774
+1,042
54
$1.49M 1.08%
18,817
+302
55
$1.49M 1.08%
31,101
+3,715
56
$1.48M 1.08%
17,005
+5,436
57
$1.48M 1.07%
34,294
+5,140
58
$1.48M 1.07%
9,817
+1,515
59
$1.48M 1.07%
27,561
+3,155
60
$1.48M 1.07%
39,217
+9,237
61
$1.48M 1.07%
21,201
+1,497
62
$1.48M 1.07%
+26,728
63
$1.48M 1.07%
+17,392
64
$1.47M 1.07%
10,751
+1,527
65
$1.47M 1.07%
+15,511
66
$1.47M 1.06%
27,746
+2,888
67
$1.47M 1.06%
38,705
+4,453
68
$1.47M 1.06%
23,608
+3,760
69
$1.46M 1.06%
17,249
-461
70
$1.46M 1.06%
41,307
+6,973
71
$1.46M 1.05%
30,460
+4,827
72
$1.44M 1.04%
27,693
+4,421
73
$1.39M 1.01%
53,866
+4,226
74
$1.34M 0.97%
36,987
75
$1.21M 0.88%
30,639
1 2
3
4