BEC

Blue Edge Capital Portfolio holdings

AUM $673M
1-Year Est. Return 13.5%
This Quarter Est. Return
1 Year Est. Return
+13.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
+$6.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Sells

1 +$3.62M
2 +$2.86M
3 +$2.01M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$201K
5
AAPL icon
Apple
AAPL
+$124K

Sector Composition

1 Consumer Discretionary 4.22%
2 Financials 4.21%
3 Industrials 3.68%
4 Technology 3.25%
5 Healthcare 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.08M 1.06%
17,916
27
$2.94M 1.01%
65,332
+1,068
28
$2.78M 0.95%
20,027
29
$2.65M 0.91%
12,188
-58
30
$2.65M 0.91%
22,225
+287
31
$2.55M 0.87%
41,700
32
$2.48M 0.85%
28,005
33
$2.25M 0.77%
20,812
+417
34
$2.23M 0.77%
71,733
-280
35
$2.2M 0.75%
10,742
36
$2.15M 0.74%
5,643
-28
37
$1.94M 0.67%
27,950
38
$1.81M 0.62%
10,758
-66
39
$1.77M 0.61%
6,503
40
$1.64M 0.56%
4,197
41
$1.63M 0.56%
28,347
42
$1.63M 0.56%
13,862
43
$1.56M 0.53%
3,491
-42
44
$1.44M 0.49%
11,382
-86
45
$1.42M 0.49%
10,998
46
$1.37M 0.47%
5,008
+1,273
47
$1.33M 0.45%
9,658
48
$1.32M 0.45%
16,332
49
$1.16M 0.4%
18,424
-180
50
$1.07M 0.37%
13,378