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Home > Institutional Investor > Blume Capital Management, Inc. > Profile

Instuitional Investor - Blume Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Blume Capital Management, Inc.
Portfolio Value $382,538,435
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 654,985 $16,721,768 4.37%
2.
Apple Inc.
 AAPL 84,287 $16,227,761 4.24%
3.
Sector Spdr Trust
 XLB 164,103 $13,758,396 3.59%
4.
Schwab Charles Corp
 SCHW 187,920 $12,928,896 3.37%
5.
Alphabet Inc.
 GOOG 89,274 $12,581,385 3.28%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)