BCM

Blume Capital Management Portfolio holdings

AUM $520M
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.25M
3
+$1.46M
4
INTC icon
Intel
INTC
+$1.27M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.19M

Top Sells

1
+$3.12M
2
+$2.01M
3
+$1.5M
4
GM icon
General Motors
GM
+$947K
5
JNJ icon
Johnson & Johnson
JNJ
+$540K

Sector Composition

1 Technology 19.4%
2 Energy 15.73%
3 Financials 13.94%
4 Communication Services 11.41%
5 Healthcare 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
27
227
$1K ﹤0.01%
13
228
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-1,387
229
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-1,476
230
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-35,965
231
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-1,324
232
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233
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-255
235
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236
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237
$0 ﹤0.01%
+1
238
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239
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240
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-1,998
241
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-13,285
242
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-4,015
243
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-750
244
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-1,500
245
$0 ﹤0.01%
2
246
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-97
247
$0 ﹤0.01%
12
248
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249
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-300
250
– –
0
7 8 9
10
11