BCM

Blume Capital Management Portfolio holdings

AUM $544M
1-Year Est. Return 27.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.49M
3
+$2.11M
4
SCHW icon
Charles Schwab
SCHW
+$2.1M
5
VPU icon
Vanguard Utilities ETF
VPU
+$1.45M

Top Sells

1
+$2.12M
2
+$1.72M
3
+$1.48M
4
AMT icon
American Tower
AMT
+$1.47M
5
META icon
Meta Platforms (Facebook)
META
+$1.41M

Sector Composition

1 Technology 16.32%
2 Financials 14.84%
3 Communication Services 11.63%
4 Industrials 5.84%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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327
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328
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330
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-700
333
$0 ﹤0.01%
200
334
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335
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336
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337
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-57
338
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-4,300
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