BCM
Blume Capital Management Portfolio holdings
AUM
$491M
1-Year Return
14.5%
This Quarter Return
-4.23%
1 Year Return
+14.5%
3 Year Return
+63.79%
5 Year Return
+131.03%
10 Year Return
+213.32%
AUM
$180M
AUM Growth
-$15.6M
(-8%)
Cap. Flow
-$5.34M
Cap. Flow
% of AUM
-2.97%
Top 10 Holdings %
Top 10 Hldgs %
43.42%
Holding
241
New
7
Increased
26
Reduced
70
Closed
18
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$2.49M |
| 2 |
GSK
GSK
|
$1.89M |
| 3 |
Devon Energy
DVN
|
$1.36M |
| 4 |
Goldman Sachs
GS
|
$1.25M |
| 5 |
Comcast
CMCSA
|
$1.04M |
Top Sells
| 1 |
Advance Auto Parts
AAP
|
$2.58M |
| 2 |
Range Resources
RRC
|
$2.29M |
| 3 |
Viatris
VTRS
|
$1.95M |
| 4 |
General Motors
GM
|
$1.3M |
| 5 |
Vodafone
VOD
|
$1.28M |
Sector Composition
| 1 | Technology | 20.63% |
| 2 | Financials | 14.65% |
| 3 | Energy | 14.39% |
| 4 | Healthcare | 10.88% |
| 5 | Communication Services | 10.67% |
