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
$200M
AUM Growth
+$2.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$1.49M
3
+$817K
4
SLB icon
SLB Ltd
SLB
+$458K
5
C icon
Citigroup
C
+$383K

Top Sells

1
+$3.65M
2
+$1.69M
3
+$1.6M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.07M

Sector Composition

1 Technology 19.26%
2 Financials 16.73%
3 Communication Services 12.93%
4 Energy 8.22%
5 Healthcare 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$52K 0.03%
+464
127
$52K 0.03%
950
128
$51K 0.03%
250
129
$50K 0.03%
1,267
130
$47K 0.02%
250
131
$45K 0.02%
+1,525
132
$43K 0.02%
1,835
133
$42K 0.02%
200
134
$41K 0.02%
3,000
135
$40K 0.02%
2,133
-3
136
$39K 0.02%
500
137
$39K 0.02%
700
138
$38K 0.02%
+500
139
$38K 0.02%
700
140
$37K 0.02%
500
141
$37K 0.02%
+550
142
$35K 0.02%
2,032
143
$33K 0.02%
3,200
144
$32K 0.02%
150
-50
145
$32K 0.02%
300
146
$29K 0.01%
175
147
$29K 0.01%
550
148
$29K 0.01%
1,923
+1,143
149
$29K 0.01%
1,225
150
$28K 0.01%
75
4 5
6
7 8