BCM
Blume Capital Management Portfolio holdings
AUM
$491M
1-Year Return
14.5%
This Quarter Return
+10.72%
1 Year Return
+14.5%
3 Year Return
+63.79%
5 Year Return
+131.03%
10 Year Return
+213.32%
AUM
$375M
AUM Growth
+$38.8M
(+12%)
Cap. Flow
+$5.02M
Cap. Flow
% of AUM
1.34%
Top 10 Holdings %
Top 10 Hldgs %
34.07%
Holding
325
New
9
Increased
46
Reduced
55
Closed
11
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$6.23M |
| 2 |
Vanguard Total Bond Market
BND
|
$2.06M |
| 3 |
Alcoa
AA
|
$1.87M |
| 4 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$1.36M |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.04M |
Sector Composition
| 1 | Financials | 16.37% |
| 2 | Technology | 15.67% |
| 3 | Communication Services | 10.85% |
| 4 | Healthcare | 5.71% |
| 5 | Industrials | 5.12% |
