BCM
Blume Capital Management Portfolio holdings
AUM
$491M
1-Year Return
14.5%
This Quarter Return
-1.57%
1 Year Return
+14.5%
3 Year Return
+63.79%
5 Year Return
+131.03%
10 Year Return
+213.32%
AUM
$273M
AUM Growth
-$19K
(-0.01%)
Cap. Flow
+$5.12M
Cap. Flow
% of AUM
1.87%
Top 10 Holdings %
Top 10 Hldgs %
38.73%
Holding
316
New
28
Increased
37
Reduced
64
Closed
11
Top Buys
| 1 |
Freeport-McMoran
FCX
|
$3.19M |
| 2 |
Baker Hughes
BKR
|
$1.2M |
| 3 |
FedEx
FDX
|
$964K |
| 4 |
Rio Tinto
RIO
|
$627K |
| 5 |
T-Mobile US
TMUS
|
$565K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$1.26M |
| 2 |
Apple
AAPL
|
$695K |
| 3 |
Comcast
CMCSA
|
$563K |
| 4 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
$440K |
| 5 |
Microsoft
MSFT
|
$437K |
Sector Composition
| 1 | Financials | 18.24% |
| 2 | Technology | 18.22% |
| 3 | Communication Services | 15.88% |
| 4 | Healthcare | 9.55% |
| 5 | Industrials | 4.87% |
