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
$273M
AUM Growth
-$19K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.2M
3
+$964K
4
RIO icon
Rio Tinto
RIO
+$627K
5
TMUS icon
T-Mobile US
TMUS
+$565K

Top Sells

1
+$1.26M
2
+$695K
3
+$563K
4
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$440K
5
MSFT icon
Microsoft
MSFT
+$437K

Sector Composition

1 Financials 18.24%
2 Technology 18.22%
3 Communication Services 15.88%
4 Healthcare 9.55%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11K ﹤0.01%
200
-97
252
$10K ﹤0.01%
223
253
$10K ﹤0.01%
60
254
$10K ﹤0.01%
750
255
$10K ﹤0.01%
155
256
$10K ﹤0.01%
+200
257
$10K ﹤0.01%
450
258
$9K ﹤0.01%
+130
259
$9K ﹤0.01%
127
260
$9K ﹤0.01%
150
+110
261
$8K ﹤0.01%
28
262
$8K ﹤0.01%
597
263
$8K ﹤0.01%
453
264
$8K ﹤0.01%
400
265
$8K ﹤0.01%
350
266
$7K ﹤0.01%
300
267
$7K ﹤0.01%
200
268
$7K ﹤0.01%
83
269
$7K ﹤0.01%
500
270
$6K ﹤0.01%
50
271
$6K ﹤0.01%
350
272
$6K ﹤0.01%
300
273
$6K ﹤0.01%
448
274
$6K ﹤0.01%
400
275
$6K ﹤0.01%
1,000
-8,500
9 10
11
12 13