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
151
$83.2K 0.02%
698
152
$81.2K 0.02%
1,013
+13
153
$78.6K 0.02%
+1,670
154
$78.1K 0.02%
+850
155
$78.1K 0.02%
3,630
156
$77.9K 0.02%
1,280
157
$77.4K 0.02%
208
+8
158
$74.6K 0.02%
1,505
159
$74.2K 0.02%
1,836
160
$73.9K 0.02%
607
+7
161
$73.7K 0.02%
250
162
$73.4K 0.02%
400
+200
163
$69.7K 0.02%
301
+1
164
$67.8K 0.02%
840
165
$67K 0.02%
150
166
$65.7K 0.01%
1,000
-150
167
$65.5K 0.01%
1,500
168
$64.2K 0.01%
930
+400
169
$64.2K 0.01%
1,348
170
$62.1K 0.01%
1,065
171
$60.1K 0.01%
2,400
172
$59.7K 0.01%
570
173
$57K 0.01%
359
+9
174
$56.7K 0.01%
121
+36
175
$55.5K 0.01%
229
5 6
7
8 9