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
$174M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$493K
3
+$371K
4
SSB icon
SouthState Bank Corp
SSB
+$361K
5
TFX icon
Teleflex
TFX
+$346K

Top Sells

1
+$1.57M
2
+$296K
3
+$283K
4
KWR icon
Quaker Houghton
KWR
+$40.4K
5
NSC icon
Norfolk Southern
NSC
+$36.1K

Sector Composition

1 Healthcare 17.47%
2 Industrials 16.89%
3 Technology 16.41%
4 Financials 16.01%
5 Consumer Discretionary 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 1.13%
19,899
+820
52
$1.95M 1.12%
26,750
53
$1.94M 1.11%
60,026
+10,401
54
$1.91M 1.1%
39,310
+2,000
55
$1.89M 1.08%
28,183
+305
56
$1.88M 1.08%
29,436
57
$1.87M 1.08%
12,554
+1,096
58
$1.87M 1.07%
35,035
+372
59
$1.87M 1.07%
16,709
+1,835
60
$1.86M 1.07%
30,520
+3,514
61
$1.83M 1.05%
37,198
+4,346
62
$1.79M 1.03%
54,428
-8,600
63
$1.77M 1.02%
40,544
64
$1.73M 0.99%
31,611
65
$1.72M 0.99%
18,916
+1,775
66
$1.65M 0.95%
18,736
67
$1.64M 0.94%
30,971
68
$1.64M 0.94%
17,082
+1,850
69
$1.64M 0.94%
50,431
+5,513
70
$1.62M 0.93%
24,526
71
$1.54M 0.89%
34,439
72
$1.52M 0.87%
18,134
73
$1.49M 0.85%
29,528
74
$1.48M 0.85%
+22,010
75
$1.42M 0.81%
36,680
1 2
3
4