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
$219M
AUM Growth
+$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$1.41M
2 +$1.41M
3 +$451K
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$376K
5
XOM icon
Exxon Mobil
XOM
+$326K

Top Sells

1 +$1.96M
2 +$677K
3 +$652K
4
VTV icon
Vanguard Value ETF
VTV
+$221K
5
AMZN icon
Amazon
AMZN
+$211K

Sector Composition

1 Financials 5.21%
2 Materials 4.24%
3 Industrials 3.65%
4 Consumer Discretionary 3.52%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$307K 0.14%
2,842
77
$303K 0.14%
8,448
78
$291K 0.13%
2,956
+4
79
$250K 0.11%
5,175
+536
80
$250K 0.11%
2,812
+2
81
$238K 0.11%
2,140
82
-17,303