BCM
Blume Capital Management Portfolio holdings
AUM
$491M
1-Year Return
14.5%
This Quarter Return
-0.61%
1 Year Return
+14.5%
3 Year Return
+63.79%
5 Year Return
+131.03%
10 Year Return
+213.32%
AUM
$303M
AUM Growth
+$252K
(+0.08%)
Cap. Flow
+$5.79M
Cap. Flow
% of AUM
1.91%
Top 10 Holdings %
Top 10 Hldgs %
40.23%
Holding
342
New
39
Increased
53
Reduced
74
Closed
22
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$15.6M |
| 2 |
Uber
UBER
|
$3.69M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$2.17M |
| 4 |
Fiserv
FI
|
$2.09M |
| 5 |
FedEx
FDX
|
$1.37M |
Top Sells
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$5.79M |
| 2 |
Pfizer
PFE
|
$4.46M |
| 3 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$2.93M |
| 4 |
Sanofi
SNY
|
$2.62M |
| 5 |
CVS Health
CVS
|
$2.53M |
Sector Composition
| 1 | Technology | 21.22% |
| 2 | Financials | 16.06% |
| 3 | Communication Services | 15.92% |
| 4 | Healthcare | 6.75% |
| 5 | Industrials | 5.01% |
