BCM
Blume Capital Management Portfolio holdings
AUM
$491M
1-Year Return
14.5%
This Quarter Return
+9.65%
1 Year Return
+14.5%
3 Year Return
+63.79%
5 Year Return
+131.03%
10 Year Return
+213.32%
AUM
$295M
AUM Growth
+$29.9M
(+11%)
Cap. Flow
+$6.3M
Cap. Flow
% of AUM
2.13%
Top 10 Holdings %
Top 10 Hldgs %
36.49%
Holding
334
New
16
Increased
42
Reduced
65
Closed
17
Top Buys
Top Sells
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$14.3M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$7.42M |
| 3 |
Cisco
CSCO
|
$3.9M |
| 4 |
T-Mobile US
TMUS
|
$3.5M |
| 5 |
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% |
