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
$191M
AUM Growth
+$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.61M
3
+$996K
4
DOW icon
Dow Inc
DOW
+$877K
5
CTVA icon
Corteva
CTVA
+$526K

Top Sells

1
+$2.18M
2
+$2.04M
3
+$892K
4
DD icon
DuPont de Nemours
DD
+$650K
5
ABT icon
Abbott
ABT
+$463K

Sector Composition

1 Technology 17.36%
2 Industrials 17.31%
3 Healthcare 16.41%
4 Financials 15.97%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.12M 1.11%
52,187
+1,000
52
$2.11M 1.11%
11,471
+1,486
53
$2.07M 1.09%
43,828
+2,440
54
$2.07M 1.09%
63,828
+9,400
55
$2.06M 1.08%
35,111
+3,500
56
$2.01M 1.05%
21,531
57
$2M 1.05%
9,878
58
$1.98M 1.04%
24,285
+758
59
$1.97M 1.03%
40,000
-544
60
$1.92M 1.01%
32,171
61
$1.8M 0.94%
36,000
62
$1.79M 0.94%
65,192
+3,700
63
$1.78M 0.93%
44,368
+1,352
64
$1.77M 0.93%
17,082
65
$1.75M 0.92%
22,526
66
$1.61M 0.84%
+42,246
67
$1.6M 0.84%
36,680
68
$1.56M 0.82%
34,013
69
$1.56M 0.82%
34,439
70
$1.53M 0.8%
21,660
-5,900
71
$1.47M 0.77%
58,902
+8,000
72
$1.46M 0.76%
36,720
73
$1.4M 0.74%
31,436
74
$1.4M 0.73%
42,951
+600
75
$1.35M 0.71%
46,652
1 2
3
4