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
$445M
AUM Growth
-$465K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$3.61M
3
+$2.54M
4
PFE icon
Pfizer
PFE
+$1.8M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.18M

Top Sells

1
+$7.46M
2
+$2.98M
3
+$2.24M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.71M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.66M

Sector Composition

1 Financials 16.87%
2 Technology 13.34%
3 Communication Services 10.04%
4 Healthcare 6.25%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$54.7K 0.01%
+1,004
177
$54.2K 0.01%
209
-424
178
$51.8K 0.01%
404
+4
179
$51.6K 0.01%
400
180
$50.9K 0.01%
2,005
+405
181
$48.4K 0.01%
185
182
$48.2K 0.01%
611
-1,101
183
$47.6K 0.01%
2,032
184
$46.5K 0.01%
1,102
185
$46K 0.01%
2,000
-1,000
186
$43.6K 0.01%
255
187
$43.4K 0.01%
307
+34
188
$43.2K 0.01%
810
+10
189
$42.2K 0.01%
500
-50
190
$41.9K 0.01%
300
191
$41.9K 0.01%
700
192
$40.8K 0.01%
1,382
+182
193
$40.2K 0.01%
65
194
$39.9K 0.01%
1,500
195
$37.7K 0.01%
+1,150
196
$36.2K 0.01%
175
-36
197
$36.1K 0.01%
300
198
$35.9K 0.01%
139
199
$35.9K 0.01%
550
-200
200
$35.2K 0.01%
320
6 7
8
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