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
$183M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$880K
2
+$443K
3
+$305K
4
ASTE icon
Astec Industries
ASTE
+$280K
5
AAPL icon
Apple
AAPL
+$253K

Top Sells

1
+$641K
2
+$466K

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
1
$4.51M 2.46%
94,888
+5,328
2
$4.18M 2.29%
15,282
3
$3.83M 2.09%
37,855
+1,118
4
$3.72M 2.03%
31,553
5
$3.69M 2.02%
15,147
6
$3.55M 1.94%
15,085
7
$3.21M 1.75%
40,089
8
$3.2M 1.75%
20,130
9
$3.01M 1.65%
44,097
+6,485
10
$2.96M 1.62%
54,857
11
$2.94M 1.6%
9,716
12
$2.88M 1.58%
54,206
13
$2.84M 1.55%
26,442
+1,019
14
$2.84M 1.55%
14,370
15
$2.78M 1.52%
34,675
16
$2.76M 1.51%
85,503
+4,445
17
$2.74M 1.5%
15,063
18
$2.74M 1.5%
58,861
+206
19
$2.7M 1.48%
25,646
20
$2.64M 1.45%
38,226
21
$2.58M 1.41%
18,660
22
$2.54M 1.39%
18,187
23
$2.47M 1.35%
18,637
+1,808
24
$2.45M 1.34%
36,693
+1,363
25
$2.45M 1.34%
66,297
+4,000
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