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
$295M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$6.09M
3
+$5.39M
4
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$3.62M
5
AMZN icon
Amazon
AMZN
+$2.69M

Top Sells

1
+$14.3M
2
+$7.42M
3
+$3.9M
4
TMUS icon
T-Mobile US
TMUS
+$3.5M
5
CMCSA icon
Comcast
CMCSA
+$2.34M

Sector Composition

1 Financials 17.29%
2 Technology 15.22%
3 Communication Services 10.98%
4 Industrials 5.43%
5 Healthcare 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$38.9K 0.01%
6,055
-10,800
177
$38.3K 0.01%
205
-5
178
$36.6K 0.01%
300
+200
179
$35.7K 0.01%
700
180
$35.5K 0.01%
950
181
$34.8K 0.01%
300
182
$34.5K 0.01%
332
183
$34.2K 0.01%
550
184
$33.1K 0.01%
150
185
$33K 0.01%
1,500
186
$31.8K 0.01%
500
187
$31.6K 0.01%
105
188
$30.7K 0.01%
229
189
$30.6K 0.01%
400
190
$28.9K 0.01%
145
191
$28.3K 0.01%
139
192
$27.7K 0.01%
800
-200
193
$27.4K 0.01%
200
194
$27.2K 0.01%
1,025
195
$25.7K 0.01%
531
196
$25.7K 0.01%
1,600
197
$25K 0.01%
65
198
$24.9K 0.01%
+600
199
$24.7K 0.01%
600
200
$24.6K 0.01%
175
6 7
8
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