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
$195M
AUM Growth
+$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.25M
3
+$1.46M
4
INTC icon
Intel
INTC
+$1.27M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.19M

Top Sells

1
+$3.12M
2
+$2.01M
3
+$1.5M
4
GM icon
General Motors
GM
+$947K
5
JNJ icon
Johnson & Johnson
JNJ
+$540K

Sector Composition

1 Technology 19.4%
2 Energy 15.73%
3 Financials 13.94%
4 Communication Services 11.41%
5 Healthcare 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5K ﹤0.01%
500
+100
202
$5K ﹤0.01%
90
203
$5K ﹤0.01%
300
204
$5K ﹤0.01%
75
-25
205
$5K ﹤0.01%
210
206
$4K ﹤0.01%
100
207
$4K ﹤0.01%
300
208
$4K ﹤0.01%
200
209
$4K ﹤0.01%
83
210
$4K ﹤0.01%
66
-1
211
$4K ﹤0.01%
300
212
$4K ﹤0.01%
70
213
$4K ﹤0.01%
+112
214
$4K ﹤0.01%
250
215
$4K ﹤0.01%
750
216
$4K ﹤0.01%
+75
217
$3K ﹤0.01%
150
218
$3K ﹤0.01%
300
219
$3K ﹤0.01%
75
220
$3K ﹤0.01%
1
221
$3K ﹤0.01%
40
222
$2K ﹤0.01%
100
-200
223
$2K ﹤0.01%
40
224
$2K ﹤0.01%
+100
225
$2K ﹤0.01%
150
7 8
9
10 11