BCM
Blume Capital Management Portfolio holdings
AUM
$587M
1-Year Est. Return
29.16%
This Fund
S&P 500
1 Year Est. Return
+29.16%
AUM
$587M
AUM Growth
+$42.9M
(+7.9%)
Holding
353
Top Buys
| 1 | +$15.6M | |
| 2 | +$9.92M | |
| 3 | +$6.4M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$6.17M |
| 5 |
FISV
Fiserv Inc
FISV
|
+$3.41M |
Top Sells
| 1 | +$5.88M | |
| 2 | +$3.25M | |
| 3 | +$3.24M | |
| 4 |
Nutrien
NTR
|
+$2.28M |
| 5 |
Colgate-Palmolive
CL
|
+$1.84M |
Sector Composition
| 1 | Technology | 15.75% |
| 2 | Financials | 15.3% |
| 3 | Communication Services | 12.51% |
| 4 | Healthcare | 5.16% |
| 5 | Industrials | 5.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Vanguard FTSE Developed Markets ETF
VEA
$231B
| – | – |
-104
|
|
||
352
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18B
| – | – |
-300
|
|
||
353
Essential Utilities
WTRG
$10.5B
| – | – |
-700
|
|