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
$148M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$842K
3
+$523K
4
JNJ icon
Johnson & Johnson
JNJ
+$380K
5
GLW icon
Corning
GLW
+$374K

Top Sells

1
+$1.34M
2
+$3.43K
3
+$48

Sector Composition

1 Technology 17.46%
2 Industrials 17.21%
3 Healthcare 16.84%
4 Financials 16.83%
5 Consumer Discretionary 11.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.3M 0.88%
24,526
+1,000
77
$1.11M 0.75%
28,796
78
$1.01M 0.68%
9,166
79
$886K 0.6%
13,528
80
$842K 0.57%
+34,660
81
$212K 0.14%
4,445
-1
82
– –
-36,987
1 2 3
4