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
$157M
AUM Growth
+$8.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$645K
3
+$288K
4
MMS icon
Maximus
MMS
+$226K
5
PARA
Paramount Global Class B
PARA
+$225K

Top Sells

1
+$1.98M
2
+$1.54M
3
+$377K
4
WWW icon
Wolverine World Wide
WWW
+$340K
5
DLPH
Delphi Technologies PLC Ordinary Shares
DLPH
+$212K

Sector Composition

1 Industrials 16.74%
2 Healthcare 16.72%
3 Financials 16.67%
4 Technology 16.04%
5 Consumer Discretionary 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.77M 1.13%
29,528
+1,077
52
$1.76M 1.13%
11,700
-779
53
$1.75M 1.12%
34,267
-2,645
54
$1.74M 1.11%
34,663
+1,008
55
$1.72M 1.1%
26,750
56
$1.7M 1.08%
19,780
+274
57
$1.68M 1.07%
32,852
+551
58
$1.66M 1.06%
31,611
59
$1.66M 1.06%
18,134
60
$1.66M 1.06%
10,703
61
$1.66M 1.06%
17,141
+618
62
$1.64M 1.05%
49,100
+3,144
63
$1.62M 1.03%
14,874
64
$1.61M 1.03%
19,079
65
$1.6M 1.02%
18,736
66
$1.58M 1.01%
15,232
67
$1.57M 1%
37,310
+1,000
68
$1.57M 1%
52,241
69
$1.56M 1%
40,544
70
$1.48M 0.94%
34,439
71
$1.45M 0.92%
49,625
+4,000
72
$1.42M 0.91%
24,526
73
$1.41M 0.9%
36,680
74
$1.38M 0.88%
30,971
75
$1.27M 0.81%
28,796
1 2
3
4