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
$140M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$6.1M
2 +$2.69M
3 +$2.12M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.92M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.74M

Sector Composition

1 Consumer Discretionary 6.26%
2 Financials 6.02%
3 Healthcare 4.62%
4 Communication Services 3.08%
5 Technology 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-16,507
77
-3,431