BCM

Blume Capital Management Portfolio holdings

AUM $520M
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$3.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.51M
3
+$907K
4
CMCSA icon
Comcast
CMCSA
+$578K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$464K

Top Sells

1
+$3.65M
2
+$1.66M
3
+$1.3M
4
SLB icon
SLB Ltd
SLB
+$449K
5
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$315K

Sector Composition

1 Technology 20.53%
2 Energy 14.97%
3 Financials 14.94%
4 Healthcare 11.14%
5 Communication Services 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
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