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
251
$14.8K ﹤0.01%
4,675
+2,300
252
$13.9K ﹤0.01%
360
253
$13.8K ﹤0.01%
100
254
$13.3K ﹤0.01%
+80
255
$13.2K ﹤0.01%
1,000
256
$12.7K ﹤0.01%
500
+50
257
$12.2K ﹤0.01%
+99
258
$11.9K ﹤0.01%
+51
259
$11.4K ﹤0.01%
262
+12
260
$11.4K ﹤0.01%
164
+89
261
$11.2K ﹤0.01%
1,041
+41
262
$10.1K ﹤0.01%
300
263
$10.1K ﹤0.01%
450
264
$9.72K ﹤0.01%
206
265
$9.65K ﹤0.01%
+200
266
$9.55K ﹤0.01%
500
267
$9.54K ﹤0.01%
159
+9
268
$9.17K ﹤0.01%
25
269
$8.85K ﹤0.01%
60
270
$8.8K ﹤0.01%
5,000
+1,000
271
$8.77K ﹤0.01%
139
+5
272
$8.66K ﹤0.01%
258
273
$8.53K ﹤0.01%
50
274
$8.49K ﹤0.01%
300
275
$8.43K ﹤0.01%
25
9 10
11
12 13