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
$445M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.39M
3
+$3.32M
4
XFIV icon
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
+$1.79M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.61M

Top Sells

1
+$4.12M
2
+$1.64M
3
+$1.33M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.16M
5
FISV
Fiserv Inc
FISV
+$1.15M

Sector Composition

1 Financials 16.98%
2 Technology 13.49%
3 Communication Services 10.91%
4 Industrials 6.08%
5 Healthcare 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
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