BCM

Blume Capital Management Portfolio holdings

AUM $491M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$2.2M
3
+$2.12M
4
SCHW icon
Charles Schwab
SCHW
+$1.5M
5
VPU icon
Vanguard Utilities ETF
VPU
+$1.44M

Top Sells

1
+$2.12M
2
+$1.83M
3
+$1.75M
4
DHI icon
D.R. Horton
DHI
+$1.51M
5
INTC icon
Intel
INTC
+$1.5M

Sector Composition

1 Technology 16.32%
2 Financials 14.84%
3 Communication Services 11.63%
4 Industrials 5.84%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$99.6K 0.03%
3,600
+800
127
$98.4K 0.03%
445
128
$97.2K 0.03%
2,835
-265
129
$97.2K 0.03%
3,500
-520
130
$96.5K 0.03%
465
-21
131
$95.9K 0.03%
3,944
132
$92.9K 0.03%
4,325
133
$92.9K 0.03%
971
134
$92K 0.03%
1,000
+800
135
$87.1K 0.03%
1,000
136
$86K 0.03%
514
137
$85.6K 0.03%
300
-111
138
$83.6K 0.03%
3,630
139
$79.2K 0.03%
+965
140
$76.6K 0.02%
3,930
-100
141
$75.2K 0.02%
976
142
$75.2K 0.02%
1,280
143
$74.7K 0.02%
2,000
144
$74.5K 0.02%
2,400
+2,000
145
$72.6K 0.02%
1,435
-400
146
$71.8K 0.02%
250
147
$70.9K 0.02%
150
148
$70.1K 0.02%
1,350
149
$67.7K 0.02%
1,250
150
$67.4K 0.02%
887
-4
4 5
6
7 8