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
$138M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.85M
3
+$1.48M
4
APTV icon
Aptiv
APTV
+$1.48M
5
SWKS icon
Skyworks Solutions
SWKS
+$1.47M

Top Sells

1
+$1.09M
2
+$671K
3
+$562K
4
MASI icon
Masimo
MASI
+$39.1K

Sector Composition

1 Industrials 18.15%
2 Healthcare 17.28%
3 Technology 16.82%
4 Financials 16.33%
5 Consumer Discretionary 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.1M 2.24%
28,962
+3,063
2
$3.07M 2.22%
72,576
+9,184
3
$2.65M 1.92%
13,952
+2,645
4
$2.62M 1.9%
12,536
+1,453
5
$2.54M 1.84%
17,300
+6,112
6
$2.35M 1.7%
47,280
+14,117
7
$2.31M 1.67%
26,953
+2,527
8
$2.22M 1.61%
14,684
+1,836
9
$2.19M 1.59%
25,141
+6,932
10
$2.19M 1.59%
60,511
+13,961
11
$2.13M 1.54%
17,848
+5,158
12
$2.05M 1.49%
14,005
+1,060
13
$2.03M 1.47%
14,520
+2,919
14
$2M 1.45%
+13,933
15
$1.89M 1.37%
59,313
+5,007
16
$1.89M 1.37%
33,058
+4,194
17
$1.88M 1.36%
18,471
+3,522
18
$1.86M 1.35%
25,216
+6,229
19
$1.85M 1.34%
20,826
+3,117
20
$1.85M 1.34%
11,969
+1,291
21
$1.85M 1.34%
7,446
+626
22
$1.85M 1.34%
+16,064
23
$1.85M 1.34%
13,951
+2,607
24
$1.84M 1.34%
14,809
+543
25
$1.84M 1.34%
30,998
+2,264
1
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