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
$200M
AUM Growth
+$2.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$1.49M
3
+$817K
4
SLB icon
SLB Ltd
SLB
+$458K
5
C icon
Citigroup
C
+$383K

Top Sells

1
+$3.65M
2
+$1.69M
3
+$1.6M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.07M

Sector Composition

1 Technology 19.26%
2 Financials 16.73%
3 Communication Services 12.93%
4 Energy 8.22%
5 Healthcare 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6K ﹤0.01%
227
202
$6K ﹤0.01%
702
203
$6K ﹤0.01%
300
204
$6K ﹤0.01%
+29
205
$6K ﹤0.01%
108
206
$6K ﹤0.01%
+9,000
207
$6K ﹤0.01%
100
208
$6K ﹤0.01%
350
209
$5K ﹤0.01%
596
-1
210
$5K ﹤0.01%
453
211
$5K ﹤0.01%
90
212
$5K ﹤0.01%
1,500
+1,000
213
$5K ﹤0.01%
16
214
$4K ﹤0.01%
+133
215
$4K ﹤0.01%
210
216
$4K ﹤0.01%
40
217
$3K ﹤0.01%
70
218
$3K ﹤0.01%
112
219
$3K ﹤0.01%
250
220
$2K ﹤0.01%
40
221
$2K ﹤0.01%
+1,750
222
$2K ﹤0.01%
54
223
$2K ﹤0.01%
83
224
$1K ﹤0.01%
1,000
225
$1K ﹤0.01%
40
6 7 8
9
10