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
$196M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.41M
3
+$1.18M
4
CVX icon
Chevron
CVX
+$1.14M
5
UPS icon
United Parcel Service
UPS
+$349K

Top Sells

1
+$2.77M
2
+$1.53M
3
+$1.35M
4
OXY icon
Occidental Petroleum
OXY
+$892K

Sector Composition

1 Technology 17.74%
2 Industrials 17.28%
3 Financials 16.34%
4 Healthcare 15.76%
5 Consumer Discretionary 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.19M 1.12%
64,428
+600
52
$2.15M 1.1%
39,198
53
$2.12M 1.08%
40,000
54
$2.09M 1.07%
17,648
+9,648
55
$2.03M 1.04%
24,685
+400
56
$2.01M 1.03%
50,500
+8,254
57
$2M 1.02%
36,259
+1,148
58
$1.97M 1%
36,680
59
$1.96M 1%
17,082
60
$1.96M 1%
200,481
61
$1.9M 0.97%
67,392
+2,200
62
$1.9M 0.97%
45,368
+1,000
63
$1.77M 0.91%
34,013
64
$1.76M 0.9%
22,526
65
$1.75M 0.9%
32,671
+500
66
$1.75M 0.9%
43,455
+7,455
67
$1.64M 0.84%
22,131
+600
68
$1.59M 0.81%
11,166
+2,000
69
$1.56M 0.8%
9,878
70
$1.53M 0.78%
34,439
71
$1.41M 0.72%
+19,950
72
$1.34M 0.68%
42,951
73
$1.27M 0.65%
17,782
74
$1.25M 0.64%
36,720
75
$1.23M 0.63%
40,444
+3,177
1 2
3
4