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
$295M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$6.09M
3
+$5.39M
4
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$3.62M
5
AMZN icon
Amazon
AMZN
+$2.69M

Top Sells

1
+$14.3M
2
+$7.42M
3
+$3.9M
4
TMUS icon
T-Mobile US
TMUS
+$3.5M
5
CMCSA icon
Comcast
CMCSA
+$2.34M

Sector Composition

1 Financials 17.29%
2 Technology 15.22%
3 Communication Services 10.98%
4 Industrials 5.43%
5 Healthcare 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16.1K 0.01%
75
-50
227
$16K 0.01%
500
-100
228
$15.9K 0.01%
271
229
$15.6K 0.01%
266
230
$15.6K 0.01%
700
231
$15.4K 0.01%
101
+1
232
$14.8K 0.01%
1,200
233
$14.3K ﹤0.01%
605
-67
234
$13.5K ﹤0.01%
550
235
$13K ﹤0.01%
250
236
$12.8K ﹤0.01%
40
237
$12.7K ﹤0.01%
400
238
$12.4K ﹤0.01%
34
239
$12.4K ﹤0.01%
164
240
$11.6K ﹤0.01%
600
241
$11.2K ﹤0.01%
49
242
$11.1K ﹤0.01%
500
243
$11.1K ﹤0.01%
110
244
$11.1K ﹤0.01%
62
245
$10.7K ﹤0.01%
3,100
246
$10.4K ﹤0.01%
210
247
$9.66K ﹤0.01%
+1,280
248
$9.59K ﹤0.01%
45
249
$9.53K ﹤0.01%
124
250
$9.53K ﹤0.01%
50
8 9
10
11 12