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
$445M
AUM Growth
-$465K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$3.61M
3
+$2.54M
4
PFE icon
Pfizer
PFE
+$1.8M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.18M

Top Sells

1
+$7.46M
2
+$2.98M
3
+$2.24M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.71M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.66M

Sector Composition

1 Financials 16.87%
2 Technology 13.34%
3 Communication Services 10.04%
4 Healthcare 6.25%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21.8K ﹤0.01%
224
+74
227
$21.7K ﹤0.01%
40
228
$20.3K ﹤0.01%
127
+2
229
$19.6K ﹤0.01%
+800
230
$19.5K ﹤0.01%
1,102
231
$19K ﹤0.01%
250
232
$18.5K ﹤0.01%
570
233
$18.3K ﹤0.01%
+1,290
234
$17.6K ﹤0.01%
100
235
$17.6K ﹤0.01%
200
236
$16.8K ﹤0.01%
611
237
$16.8K ﹤0.01%
650
+200
238
$16.7K ﹤0.01%
266
239
$16.7K ﹤0.01%
1,280
240
$16.7K ﹤0.01%
45
241
$16.7K ﹤0.01%
425
242
$16.6K ﹤0.01%
700
+100
243
$15.9K ﹤0.01%
250
244
$15.9K ﹤0.01%
120
+10
245
$15.7K ﹤0.01%
275
246
$15.7K ﹤0.01%
550
247
$15.7K ﹤0.01%
575
+175
248
$15.5K ﹤0.01%
3,000
249
$15.2K ﹤0.01%
65
+5
250
$15K ﹤0.01%
300
-750
8 9
10
11 12