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
$314M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$2.2M
3
+$2.12M
4
SCHW icon
Charles Schwab
SCHW
+$1.5M
5
VPU icon
Vanguard Utilities ETF
VPU
+$1.44M

Top Sells

1
+$2.12M
2
+$1.83M
3
+$1.75M
4
DHI icon
D.R. Horton
DHI
+$1.51M
5
INTC icon
Intel
INTC
+$1.5M

Sector Composition

1 Technology 16.32%
2 Financials 14.84%
3 Communication Services 11.63%
4 Industrials 5.84%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$24.2K 0.01%
300
-400
202
$24K 0.01%
1,500
-1,900
203
$23.7K 0.01%
1,050
204
$23.5K 0.01%
530
205
$21.9K 0.01%
925
-100
206
$21.2K 0.01%
500
-150
207
$21.2K 0.01%
800
208
$20.8K 0.01%
274
209
$20.1K 0.01%
1,102
210
$20.1K 0.01%
1,100
211
$20K 0.01%
180
212
$19.9K 0.01%
100
213
$18.8K 0.01%
475
214
$18.4K 0.01%
75
215
$17.6K 0.01%
1,107
+3
216
$16.9K 0.01%
722
217
$16.9K 0.01%
200
218
$16K 0.01%
266
219
$15.9K 0.01%
3,000
220
$15.4K ﹤0.01%
40
221
$15K ﹤0.01%
54
+26
222
$14.8K ﹤0.01%
605
223
$14.8K ﹤0.01%
404
+302
224
$14.6K ﹤0.01%
75
-75
225
$14.2K ﹤0.01%
210
7 8
9
10 11