BCM

Blume Capital Management Portfolio holdings

AUM $544M
1-Year Est. Return 27.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.9%
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
+$4.17M
2
+$2.49M
3
+$2.11M
4
SCHW icon
Charles Schwab
SCHW
+$2.1M
5
VPU icon
Vanguard Utilities ETF
VPU
+$1.45M

Top Sells

1
+$2.12M
2
+$1.72M
3
+$1.48M
4
AMT icon
American Tower
AMT
+$1.47M
5
META icon
Meta Platforms (Facebook)
META
+$1.41M

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
176
$36.4K 0.01%
+374
177
$35.8K 0.01%
+273
178
$35.3K 0.01%
500
179
$34K 0.01%
800
+200
180
$33.6K 0.01%
229
181
$33K 0.01%
300
-32
182
$32.8K 0.01%
1,500
183
$32.6K 0.01%
625
+225
184
$31.9K 0.01%
550
185
$31.8K 0.01%
300
186
$31.4K 0.01%
+488
187
$31.1K 0.01%
1,600
188
$30K 0.01%
350
-50
189
$29.6K 0.01%
100
-5
190
$29.3K 0.01%
139
191
$29K 0.01%
145
192
$28.8K 0.01%
800
193
$28.4K 0.01%
700
194
$27.8K 0.01%
250
195
$27.7K 0.01%
175
196
$27.3K 0.01%
531
197
$27K 0.01%
200
198
$25.2K 0.01%
150
199
$24.6K 0.01%
600
+150
200
$24.2K 0.01%
700
-250
6 7
8
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