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
$414M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

1 +$5.16M
2 +$4.87M
3 +$2.98M
4
AMZN icon
Amazon
AMZN
+$2.95M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.42M

Sector Composition

1 Consumer Discretionary 4.4%
2 Technology 4.14%
3 Financials 3.69%
4 Healthcare 3.05%
5 Industrials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-19,384
102
-5,177
103
-925
104
-31,013