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
$276M
AUM Growth
-$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$7.86M
2 +$6.56M
3 +$3.16M
4
AMZN icon
Amazon
AMZN
+$1.4M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.13M

Sector Composition

1 Consumer Discretionary 4.33%
2 Financials 4.22%
3 Technology 3.92%
4 Healthcare 3.33%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-75,063
102
-23,232
103
-36,385