BIA

BMT Investment Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 12.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$842K
2
+$436K
3
+$285K
4
ASTE icon
Astec Industries
ASTE
+$277K
5
NDSN icon
Nordson
NDSN
+$236K

Top Sells

1
+$641K
2
+$448K

Sector Composition

1 Healthcare 18%
2 Industrials 17.27%
3 Technology 16.79%
4 Financials 15.28%
5 Consumer Discretionary 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.39M 0.76%
50,902
+471
77
$1.25M 0.68%
27,560
+750
78
$1.16M 0.63%
13,147
79
$1.14M 0.62%
9,166
80
$856K 0.47%
13,528
81
– –
-19,813
1 2 3
4