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
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.44M
3
+$2.14M
4
BDX icon
Becton Dickinson
BDX
+$2.12M
5
MSFT icon
Microsoft
MSFT
+$1.82M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.95%
2 Industrials 17.67%
3 Technology 16.66%
4 Financials 15.24%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.47M 2.28%
+25,899
2
$2.44M 2.25%
+63,392
3
$2.14M 1.97%
+11,307
4
$2.12M 1.96%
+11,083
5
$1.82M 1.68%
+24,426
6
$1.81M 1.67%
+12,848
7
$1.76M 1.62%
+22,778
8
$1.68M 1.55%
+38,388
9
$1.65M 1.52%
+6,820
10
$1.64M 1.52%
+46,550
11
$1.64M 1.51%
+18,209
12
$1.61M 1.49%
+28,734
13
$1.59M 1.47%
+14,949
14
$1.58M 1.46%
+11,344
15
$1.57M 1.45%
+54,306
16
$1.56M 1.44%
+33,163
17
$1.55M 1.43%
+27,068
18
$1.54M 1.42%
+28,864
19
$1.53M 1.42%
+14,266
20
$1.53M 1.42%
+12,945
21
$1.53M 1.41%
+17,710
22
$1.53M 1.41%
+45,404
23
$1.53M 1.41%
+17,709
24
$1.52M 1.41%
+12,690
25
$1.52M 1.4%
+19,780
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