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
$108M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.47M
2 +$2.44M
3 +$2.14M
4
BDX icon
Becton Dickinson
BDX
+$2.12M
5
MSFT icon
Microsoft
MSFT
+$1.82M

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