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
$913M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.07M
3
+$8.02M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$6.31M
5
VTV icon
Vanguard Value ETF
VTV
+$5.39M

Top Sells

1
+$17.3M
2
+$7.43M
3
+$7.02M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.5M
5
BND icon
Vanguard Total Bond Market
BND
+$3.2M

Sector Composition

1 Technology 2.29%
2 Consumer Discretionary 1.6%
3 Energy 1.42%
4 Industrials 1.22%
5 Financials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.79M 0.41%
14,199
-80
27
$3.72M 0.41%
+174,015
28
$3.72M 0.41%
+154,810
29
$3.55M 0.39%
27,580
-555
30
$3.44M 0.38%
27,860
31
$3.02M 0.33%
15,065
-285
32
$2.9M 0.32%
33,680
-200
33
$2.7M 0.3%
32,485
-110
34
$2.44M 0.27%
7,900
+35
35
$2.38M 0.26%
41,028
+668
36
$2.35M 0.26%
30,610
-12,790
37
$2.3M 0.25%
17,852
-215
38
$2.28M 0.25%
35,515
39
$2.17M 0.24%
37,066
-109
40
$2.02M 0.22%
23,290
-160
41
$1.98M 0.22%
3,385
-20
42
$1.94M 0.21%
2,143
43
$1.88M 0.21%
14,550
44
$1.87M 0.2%
99,700
45
$1.86M 0.2%
17,469
-25,806
46
$1.86M 0.2%
10,710
-20
47
$1.79M 0.2%
3,345
-15
48
$1.78M 0.2%
12,615
-55
49
$1.75M 0.19%
10,065
-65
50
$1.75M 0.19%
+130,260
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