BIA
BMT Investment Advisors Portfolio holdings
AUM
$159M
This Quarter Return
-23.16%
1 Year Return
-12.04%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$159M
AUM Growth
+$159M
(-27%)
Cap. Flow
-$1.5M
Cap. Flow
% of AUM
-0.94%
Top 10 Holdings %
Top 10 Hldgs %
24.13%
Holding
82
New
1
Increased
7
Reduced
3
Closed
2
Top Buys
| 1 |
DuPont de Nemours
DD
|
$546K |
| 2 |
Norwegian Cruise Line
NCLH
|
$333K |
| 3 |
Becton Dickinson
BDX
|
$253K |
| 4 |
Lowe's Companies
LOW
|
$94.7K |
| 5 |
SouthState
SSB
|
$92.1K |
Top Sells
| 1 |
Avnet
AVT
|
$1.46M |
| 2 |
Dow Inc
DOW
|
$973K |
| 3 |
Masimo
MASI
|
$383K |
| 4 |
Thermo Fisher Scientific
TMO
|
$142K |
| 5 |
Quaker Houghton
KWR
|
$54K |
Sector Composition
| 1 | Technology | 19.86% |
| 2 | Healthcare | 17.35% |
| 3 | Industrials | 16.33% |
| 4 | Financials | 15.14% |
| 5 | Consumer Discretionary | 9.8% |
