BCM

Blume Capital Management Portfolio holdings

AUM $491M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$4.66M
3
+$2.74M
4
GTLS icon
Chart Industries
GTLS
+$2.2M
5
AA icon
Alcoa
AA
+$1.63M

Top Sells

1
+$3.84M
2
+$2.54M
3
+$837K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$600K
5
BND icon
Vanguard Total Bond Market
BND
+$592K

Sector Composition

1 Financials 15.66%
2 Technology 14.52%
3 Communication Services 10.66%
4 Healthcare 6.05%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8.78K ﹤0.01%
60
277
$8.71K ﹤0.01%
683
278
$8.35K ﹤0.01%
134
279
$8.25K ﹤0.01%
1,000
+140
280
$8.08K ﹤0.01%
200
281
$8.05K ﹤0.01%
9
+6
282
$7.39K ﹤0.01%
750
283
$7.24K ﹤0.01%
25
284
$7.23K ﹤0.01%
+538
285
$7.21K ﹤0.01%
153
286
$7.16K ﹤0.01%
+302
287
$7.12K ﹤0.01%
106
288
$6.97K ﹤0.01%
300
289
$6.82K ﹤0.01%
+24
290
$6.59K ﹤0.01%
100
291
$6.3K ﹤0.01%
597
292
$6.27K ﹤0.01%
700
293
$5.68K ﹤0.01%
283
294
$5.66K ﹤0.01%
200
295
$5.61K ﹤0.01%
40
296
$5.58K ﹤0.01%
+12
297
$5.58K ﹤0.01%
223
298
$5.36K ﹤0.01%
150
299
$5.11K ﹤0.01%
18
300
$5.08K ﹤0.01%
13
10 11
12
13 14