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
176
$14K 0.01%
200
177
$13K 0.01%
164
178
$13K 0.01%
50
179
$12K 0.01%
75
180
$12K 0.01%
75
-22,838
181
$11K 0.01%
200
182
$11K 0.01%
+223
183
$11K 0.01%
+1,500
184
$10K 0.01%
+700
185
$10K 0.01%
1,000
+350
186
$9K ﹤0.01%
700
187
$9K ﹤0.01%
600
+200
188
$9K ﹤0.01%
14
189
$8K ﹤0.01%
+1,300
190
$8K ﹤0.01%
305
-33
191
$8K ﹤0.01%
246
192
$8K ﹤0.01%
150
193
$8K ﹤0.01%
+166
194
$7K ﹤0.01%
400
195
$7K ﹤0.01%
1,000
-1,000
196
$7K ﹤0.01%
+800
197
$7K ﹤0.01%
465
198
$7K ﹤0.01%
400
-7,200
199
$7K ﹤0.01%
1,000
200
$7K ﹤0.01%
447
-1
6 7
8
9 10