EC

Estate Counselors Portfolio holdings

AUM $1.16B
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$683M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$12.4M
3
+$10.8M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$10.3M
5
VFH icon
Vanguard Financials ETF
VFH
+$9.88M

Top Sells

1
+$38.6M
2
+$28.9M
3
+$26.9M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$12.4M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$8.43M

Sector Composition

1 Consumer Discretionary 1.6%
2 Financials 1.17%
3 Communication Services 1.12%
4 Technology 1.07%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 1.48%
93,335
+2,490
27
$9.44M 1.38%
44,090
-10
28
$8.95M 1.31%
180,500
+6,270
29
$8.16M 1.2%
166,110
+8,980
30
$8.11M 1.19%
74,775
-8,415
31
$8.11M 1.19%
62,400
-5,450
32
$7.9M 1.16%
24,750
+45
33
$7.52M 1.1%
184,900
34
$7.25M 1.06%
64,230
-4,000
35
$7.13M 1.04%
47,368
+23,068
36
$7.11M 1.04%
82,455
-455
37
$7.05M 1.03%
71,600
-13,200
38
$6.85M 1%
39,590
-6,600
39
$6.58M 0.96%
16,605
-72,965
40
$5.71M 0.84%
344,030
+38,630
41
$5.65M 0.83%
25,570
+1,885
42
$5.45M 0.8%
66,010
-1,960
43
$5.29M 0.78%
34,940
-2,365
44
$5.04M 0.74%
267,800
45
$4.58M 0.67%
41,430
-4,690
46
$4.03M 0.59%
102,145
+2,025
47
$3.97M 0.58%
158,810
-25,075
48
$3.43M 0.5%
71,060
-150
49
$3.25M 0.48%
120,425
+9,370
50
$3.25M 0.48%
123,285
+9,550
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