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
$157M
AUM Growth
+$8.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$645K
3
+$288K
4
MMS icon
Maximus
MMS
+$226K
5
PARA
Paramount Global Class B
PARA
+$225K

Top Sells

1
+$1.98M
2
+$1.54M
3
+$377K
4
WWW icon
Wolverine World Wide
WWW
+$340K
5
DLPH
Delphi Technologies PLC Ordinary Shares
DLPH
+$212K

Sector Composition

1 Industrials 16.74%
2 Healthcare 16.72%
3 Financials 16.67%
4 Technology 16.04%
5 Consumer Discretionary 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.26M 0.8%
44,918
+10,258
77
$1.22M 0.78%
46,238
78
$966K 0.62%
9,166
79
$812K 0.52%
13,528
80
– –
-4,445
81
– –
-23,608
82
– –
-27,527
1 2 3
4