BCM

Blume Capital Management Portfolio holdings

AUM $491M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$2.16M
2 +$1.31M
3 +$655K
4
OIH icon
VanEck Oil Services ETF
OIH
+$501K
5
CVS icon
CVS Health
CVS
+$364K

Top Sells

1 +$2.13M
2 +$1.43M
3 +$810K
4
SLB icon
SLB Limited
SLB
+$752K
5
AAPL icon
Apple
AAPL
+$613K

Sector Composition

1 Technology 21.56%
2 Financials 14.93%
3 Energy 13.11%
4 Healthcare 11.29%
5 Communication Services 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$0 ﹤0.01%
2
202
0
203
0
204
0
205
-11
206
$0 ﹤0.01%
26