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
276
$8.35K ﹤0.01%
600
277
$8.13K ﹤0.01%
728
+28
278
$8.11K ﹤0.01%
683
279
$7.95K ﹤0.01%
153
280
$7.38K ﹤0.01%
223
281
$7.33K ﹤0.01%
100
282
$7.18K ﹤0.01%
+31
283
$7.16K ﹤0.01%
250
284
$6.98K ﹤0.01%
+26
285
$6.84K ﹤0.01%
125
286
$6.68K ﹤0.01%
200
287
$6.63K ﹤0.01%
200
288
$6.37K ﹤0.01%
300
289
$6.32K ﹤0.01%
40
290
$6.08K ﹤0.01%
750
291
$6.03K ﹤0.01%
111
+5
292
$5.99K ﹤0.01%
597
293
$5.98K ﹤0.01%
+466
294
$5.72K ﹤0.01%
30
295
$5.65K ﹤0.01%
+358
296
$5.54K ﹤0.01%
70
297
$5.43K ﹤0.01%
+21
298
$5.28K ﹤0.01%
16
+3
299
$5.23K ﹤0.01%
150
300
$5.08K ﹤0.01%
108
+5
10 11
12
13 14