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
351
$1.27K ﹤0.01%
100
352
$1.25K ﹤0.01%
+253
353
$1.21K ﹤0.01%
+6
354
$1.21K ﹤0.01%
+7
355
$1.17K ﹤0.01%
+22
356
$1.14K ﹤0.01%
+19
357
$1.09K ﹤0.01%
+4
358
$1.09K ﹤0.01%
+4
359
$1.08K ﹤0.01%
+17
360
$1.05K ﹤0.01%
+3
361
$1.04K ﹤0.01%
+9
362
$1.04K ﹤0.01%
+8
363
$1.02K ﹤0.01%
+15
364
$997 ﹤0.01%
+6
365
$975 ﹤0.01%
+4
366
$954 ﹤0.01%
+4
367
$937 ﹤0.01%
+3
368
$930 ﹤0.01%
+12
369
$916 ﹤0.01%
+7
370
$908 ﹤0.01%
+9
371
$868 ﹤0.01%
+6
372
$856 ﹤0.01%
2
373
$854 ﹤0.01%
+7
374
$823 ﹤0.01%
+48
375
$822 ﹤0.01%
+27
13 14
15
16 17