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
151
$66.9K 0.02%
345
152
$64.1K 0.02%
1,348
153
$61.7K 0.02%
7,305
+1,250
154
$60.3K 0.02%
550
155
$59.8K 0.02%
700
156
$59.2K 0.02%
1,500
157
$58.5K 0.02%
1,505
158
$57.6K 0.02%
1,835
159
$57K 0.02%
1,800
+200
160
$56.5K 0.02%
250
161
$56.3K 0.02%
534
-200
162
$55.9K 0.02%
200
163
$54.9K 0.02%
700
164
$53.3K 0.02%
1,065
165
$50.4K 0.02%
508
166
$49.9K 0.02%
800
167
$49.3K 0.02%
400
-150
168
$47.3K 0.02%
300
169
$45.9K 0.01%
400
170
$45.6K 0.01%
2,800
171
$43.3K 0.01%
135
-50
172
$42.6K 0.01%
2,032
173
$40.8K 0.01%
200
174
$39.7K 0.01%
1,102
175
$38.5K 0.01%
185
-20
5 6
7
8 9