BCM

Blume Capital Management Portfolio holdings

AUM $544M
1-Year Est. Return 27.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.49M
3
+$2.11M
4
SCHW icon
Charles Schwab
SCHW
+$2.1M
5
VPU icon
Vanguard Utilities ETF
VPU
+$1.45M

Top Sells

1
+$2.12M
2
+$1.72M
3
+$1.48M
4
AMT icon
American Tower
AMT
+$1.47M
5
META icon
Meta Platforms (Facebook)
META
+$1.41M

Sector Composition

1 Technology 16.32%
2 Financials 14.84%
3 Communication Services 11.63%
4 Industrials 5.84%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.38K ﹤0.01%
750
252
$8.23K ﹤0.01%
450
253
$8.13K ﹤0.01%
250
254
$7.84K ﹤0.01%
+250
255
$7.83K ﹤0.01%
200
256
$7.75K ﹤0.01%
223
257
$7.55K ﹤0.01%
500
-120,953
258
$7.55K ﹤0.01%
100
-24
259
$7.52K ﹤0.01%
200
260
$7.52K ﹤0.01%
597
261
$7.28K ﹤0.01%
106
262
$6.82K ﹤0.01%
283
263
$6.42K ﹤0.01%
+208
264
$6.36K ﹤0.01%
100
-171
265
$6.33K ﹤0.01%
+683
266
$6.17K ﹤0.01%
25
-24
267
$6.08K ﹤0.01%
260
268
$5.91K ﹤0.01%
153
269
$5.86K ﹤0.01%
300
270
$5.75K ﹤0.01%
100
271
$5.35K ﹤0.01%
+37
272
$5.31K ﹤0.01%
40
273
$5.21K ﹤0.01%
+1,277
274
$4.99K ﹤0.01%
18
275
$4.9K ﹤0.01%
131
9 10
11
12 13