BIA

BMT Investment Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 12.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.46M
2 +$2.39M
3 +$2.15M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.05M
5
WBA
Walgreens Boots Alliance
WBA
+$1.83M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.95%
2 Industrials 17.67%
3 Technology 16.66%
4 Financials 15.24%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$562K 0.52%
+36,300