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BEC

Blue Edge Capital Portfolio holdings

AUM $753M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$3.08M
3
+$2.89M
4
XOM icon
Exxon Mobil
XOM
+$2.88M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.12M

Top Sells

1
+$4.54M
2
+$3.24M
3
+$2.52M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.1M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.85M

Sector Composition

1 Consumer Discretionary 5.72%
2 Financials 4.53%
3 Materials 3.91%
4 Healthcare 3.7%
5 Energy 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$265K 0.16%
+5,600
77
$210K 0.12%
+2,140
78
– –
-64,548
79
– –
-44,921
80
– –
-100,421
81
– –
-21,030
82
– –
-11,235
83
– –
-11,514
84
– –
-182,350
85
– –
-5,261
86
– –
-90,616
87
– –
-57,366
1 2 3
4