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
$148M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$842K
3
+$523K
4
JNJ icon
Johnson & Johnson
JNJ
+$380K
5
GLW icon
Corning
GLW
+$374K

Top Sells

1
+$1.34M
2
+$3.43K
3
+$48

Sector Composition

1 Technology 17.46%
2 Industrials 17.21%
3 Healthcare 16.84%
4 Financials 16.83%
5 Consumer Discretionary 11.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.53M 2.38%
32,137
+3,175
2
$3.24M 2.18%
77,160
+4,584
3
$2.96M 2%
14,352
+400
4
$2.81M 1.9%
13,302
+766
5
$2.72M 1.83%
52,280
+5,000
6
$2.6M 1.75%
28,453
+1,500
7
$2.59M 1.75%
14,785
+101
8
$2.52M 1.7%
68,726
+8,215
9
$2.4M 1.62%
17,300
10
$2.36M 1.59%
27,629
+2,488
11
$2.28M 1.54%
15,063
+1,112
12
$2.24M 1.51%
17,487
+2,967
13
$2.22M 1.49%
36,989
+3,931
14
$2.19M 1.47%
21,111
+5,047
15
$2.15M 1.45%
48,195
+4,595
16
$2.1M 1.41%
34,686
+3,497
17
$2.1M 1.41%
13,024
+1,055
18
$2.07M 1.4%
48,317
+350
19
$2.07M 1.39%
50,706
+2,616
20
$2.06M 1.39%
8,066
+620
21
$2.05M 1.38%
15,005
+1,000
22
$2.02M 1.36%
32,766
+5,702
23
$2.01M 1.35%
22,010
+1,184
24
$2M 1.35%
19,127
+1,279
25
$2M 1.35%
15,563
+1,630
1
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