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
$148M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$842K
3
+$523K
4
JNJ icon
Johnson & Johnson
JNJ
+$380K
5
GLW icon
Corning
GLW
+$374K

Top Sells

1
+$1.34M
2
+$3.43K
3
+$48

Sector Composition

1 Technology 17.46%
2 Industrials 17.21%
3 Healthcare 16.84%
4 Financials 16.83%
5 Consumer Discretionary 11.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64M 1.11%
+32,000
52
$1.64M 1.11%
18,660
+1,411
53
$1.63M 1.1%
19,506
+2,501
54
$1.63M 1.1%
31,611
+4,050
55
$1.62M 1.09%
14,874
+1,838
56
$1.62M 1.09%
45,956
57
$1.61M 1.08%
33,655
+5,909
58
$1.6M 1.08%
18,730
+2,472
59
$1.59M 1.07%
24,506
60
$1.58M 1.07%
10,703
+886
61
$1.58M 1.07%
36,310
+5,209
62
$1.57M 1.06%
28,451
+1,008
63
$1.56M 1.05%
11,226
+475
64
$1.54M 1.04%
27,527
+323
65
$1.54M 1.04%
18,134
+742
66
$1.54M 1.04%
18,736
67
$1.53M 1.03%
45,625
+6,408
68
$1.51M 1.02%
40,544
+1,839
69
$1.5M 1.01%
38,839
70
$1.49M 1%
36,680
+8,987
71
$1.48M 1%
28,244
+1,755
72
$1.46M 0.98%
30,971
+511
73
$1.44M 0.97%
34,439
+3,800
74
$1.35M 0.91%
46,238
+4,931
75
$1.35M 0.91%
52,241
+2,780
1 2
3
4