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
326
$2.79K ﹤0.01%
+8
327
$2.54K ﹤0.01%
+22
328
$2.49K ﹤0.01%
3,100
329
$2.46K ﹤0.01%
+4
330
$2.41K ﹤0.01%
+123
331
$2.29K ﹤0.01%
4
332
$2.28K ﹤0.01%
+9
333
$2.08K ﹤0.01%
40
334
$2.06K ﹤0.01%
+16
335
$2.03K ﹤0.01%
+4
336
$1.99K ﹤0.01%
+15
337
$1.97K ﹤0.01%
100
338
$1.97K ﹤0.01%
+28
339
$1.87K ﹤0.01%
+7
340
$1.86K ﹤0.01%
+42
341
$1.75K ﹤0.01%
+63
342
$1.7K ﹤0.01%
+40
343
$1.69K ﹤0.01%
10
344
$1.66K ﹤0.01%
55
345
$1.65K ﹤0.01%
+5
346
$1.46K ﹤0.01%
+3
347
$1.39K ﹤0.01%
49
+4
348
$1.31K ﹤0.01%
+3
349
$1.31K ﹤0.01%
+24
350
$1.3K ﹤0.01%
+84
12 13
14
15 16