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
$445M
AUM Growth
-$465K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$3.61M
3
+$2.54M
4
PFE icon
Pfizer
PFE
+$1.8M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.18M

Top Sells

1
+$7.46M
2
+$2.98M
3
+$2.24M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.71M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.66M

Sector Composition

1 Financials 16.87%
2 Technology 13.34%
3 Communication Services 10.04%
4 Healthcare 6.25%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$34.6K 0.01%
1,100
202
$34.4K 0.01%
1,500
-2,000
203
$33.9K 0.01%
435
204
$33.1K 0.01%
5,000
205
$32.7K 0.01%
156
+6
206
$32.4K 0.01%
550
-200
207
$32.2K 0.01%
150
208
$31.9K 0.01%
800
209
$29.5K 0.01%
500
210
$29.3K 0.01%
531
211
$29K 0.01%
383
+33
212
$27.9K 0.01%
+2,675
213
$27.5K 0.01%
1,050
214
$26.5K 0.01%
1,165
215
$25.8K 0.01%
175
216
$25.1K 0.01%
400
217
$24.8K 0.01%
30
+5
218
$24.4K 0.01%
1,100
219
$24.2K 0.01%
260
+30
220
$24K 0.01%
234
+149
221
$24K 0.01%
700
222
$23.9K 0.01%
1,112
+1
223
$23.8K 0.01%
+905
224
$22.5K 0.01%
34
+5
225
$21.9K ﹤0.01%
+544
7 8
9
10 11