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BCM

Blume Capital Management Portfolio holdings

AUM $587M
1-Year Est. Return 29.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.8M
3
+$1.57M
4
GS icon
Goldman Sachs
GS
+$1.29M
5
CMCSA icon
Comcast
CMCSA
+$1.18M

Top Sells

1
+$2.58M
2
+$2.35M
3
+$1.95M
4
GM icon
General Motors
GM
+$1.45M
5
VOD icon
Vodafone
VOD
+$1.37M

Sector Composition

1 Technology 20.63%
2 Financials 14.65%
3 Energy 14.39%
4 Healthcare 10.88%
5 Communication Services 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,000
227
– –
-600
228
$0 ﹤0.01%
2
229
$0 ﹤0.01%
12
230
$0 ﹤0.01%
2
-800
231
– –
-46,177
232
– –
0
233
– –
-110,345
234
– –
0
235
– –
-700
236
– –
0
237
– –
-150
238
– –
-198
239
– –
-230
240
– –
-75
241
$0 ﹤0.01%
26
6 7 8 9
10