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
$183M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$880K
2
+$443K
3
+$305K
4
ASTE icon
Astec Industries
ASTE
+$280K
5
AAPL icon
Apple
AAPL
+$253K

Top Sells

1
+$641K
2
+$466K

Sector Composition

1 Healthcare 18%
2 Industrials 17.27%
3 Technology 16.79%
4 Financials 15.28%
5 Consumer Discretionary 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.05M 1.12%
15,567
52
$2.04M 1.11%
31,365
+650
53
$2.02M 1.1%
37,698
54
$2M 1.09%
41,388
55
$1.98M 1.08%
9,878
56
$1.97M 1.08%
35,003
+2,453
57
$1.95M 1.07%
18,736
58
$1.9M 1.04%
23,929
+2,095
59
$1.9M 1.04%
9,985
60
$1.88M 1.03%
40,544
61
$1.84M 1.01%
43,016
62
$1.81M 0.99%
17,278
63
$1.79M 0.98%
32,171
64
$1.72M 0.94%
31,611
65
$1.71M 0.94%
34,013
+2,030
66
$1.71M 0.94%
36,000
67
$1.7M 0.93%
22,526
68
$1.63M 0.89%
17,082
69
$1.62M 0.88%
46,652
70
$1.6M 0.87%
36,720
+4,200
71
$1.6M 0.87%
42,351
+7,419
72
$1.59M 0.87%
31,436
73
$1.54M 0.84%
36,680
74
$1.53M 0.84%
54,428
75
$1.49M 0.82%
34,439
1 2
3
4