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
$450M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$6.84M
2 +$5.58M
3 +$5.41M
4
VTV icon
Vanguard Value ETF
VTV
+$4.75M
5
MAR icon
Marriott International
MAR
+$2.33M

Top Sells

1 +$6.85M
2 +$6.8M
3 +$4.74M
4
MCO icon
Moody's
MCO
+$1.64M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.42M

Sector Composition

1 Consumer Discretionary 4.39%
2 Financials 3.25%
3 Technology 3.11%
4 Healthcare 2.89%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-69,335
102
-4,058