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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
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.2M
3
+$646K
4
DHI icon
D.R. Horton
DHI
+$536K
5
BAC icon
Bank of America
BAC
+$535K

Top Sells

1
+$1.9M
2
+$1.74M
3
+$1.34M
4
WFC icon
Wells Fargo
WFC
+$933K
5
HAS icon
Hasbro
HAS
+$621K

Sector Composition

1 Technology 21.44%
2 Communication Services 16.81%
3 Financials 13.84%
4 Healthcare 8.76%
5 Industrials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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