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
$477M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Sells

1 +$3.74M
2 +$2.72M
3 +$1.63M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.48M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$1.21M

Sector Composition

1 Technology 4.56%
2 Consumer Discretionary 3.47%
3 Financials 3.42%
4 Healthcare 3.35%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,480
102
-42,000
103
-27,624