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
$138M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.85M
3
+$1.48M
4
APTV icon
Aptiv
APTV
+$1.48M
5
SWKS icon
Skyworks Solutions
SWKS
+$1.47M

Top Sells

1
+$1.09M
2
+$671K
3
+$562K
4
MASI icon
Masimo
MASI
+$39.1K

Sector Composition

1 Industrials 18.15%
2 Healthcare 17.28%
3 Technology 16.82%
4 Financials 16.33%
5 Consumer Discretionary 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.2M 0.87%
23,526
77
$1.11M 0.8%
9,166
78
$995K 0.72%
28,796
+660
79
$982K 0.71%
13,528
-9,250
80
$233K 0.17%
+4,446
81
– –
-16,983
82
– –
-36,300
1 2 3
4