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
251
$9.14K ﹤0.01%
60
252
$8.58K ﹤0.01%
207
253
$8.42K ﹤0.01%
250
254
$8.27K ﹤0.01%
223
255
$8.21K ﹤0.01%
250
256
$8.14K ﹤0.01%
283
257
$8.01K ﹤0.01%
450
258
$8K ﹤0.01%
567
259
$7.83K ﹤0.01%
127
260
$7.75K ﹤0.01%
28
261
$7.59K ﹤0.01%
750
262
$7.13K ﹤0.01%
14,400
263
$6.94K ﹤0.01%
597
264
$6.66K ﹤0.01%
106
265
$6.35K ﹤0.01%
300
266
$6.15K ﹤0.01%
260
-95
267
$6.09K ﹤0.01%
200
268
$5.87K ﹤0.01%
237
269
$5.83K ﹤0.01%
153
270
$5.7K ﹤0.01%
100
271
$5.47K ﹤0.01%
18
272
$5.14K ﹤0.01%
40
273
$5.09K ﹤0.01%
200
274
$4.98K ﹤0.01%
96
275
$4.86K ﹤0.01%
131
+1
9 10
11
12 13