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
$174M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$493K
3
+$371K
4
SSB icon
SouthState Bank Corp
SSB
+$361K
5
TFX icon
Teleflex
TFX
+$346K

Top Sells

1
+$1.57M
2
+$296K
3
+$283K
4
KWR icon
Quaker Houghton
KWR
+$40.4K
5
NSC icon
Norfolk Southern
NSC
+$36.1K

Sector Composition

1 Healthcare 17.47%
2 Industrials 16.89%
3 Technology 16.41%
4 Financials 16.01%
5 Consumer Discretionary 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.32M 0.76%
28,796
77
$1.31M 0.75%
46,238
78
$1.04M 0.6%
9,166
79
$986K 0.57%
13,528
80
– –
-52,241
1 2 3
4