EC

Estate Counselors Portfolio holdings

AUM $1.19B
1-Year Est. Return 17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$15.2M
3
+$12.9M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$12.2M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$9.78M

Top Sells

1
+$31.5M
2
+$13.3M
3
+$13M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$9.69M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$9.31M

Sector Composition

1 Technology 2.17%
2 Industrials 1.82%
3 Consumer Discretionary 1.01%
4 Financials 0.88%
5 Communication Services 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.39M 0.53%
12,701
+10,140
27
$5.38M 0.53%
42,470
-33,548
28
$5.25M 0.52%
62,441
-345
29
$5.09M 0.5%
+104,630
30
$4.64M 0.46%
49,575
-21,772
31
$4.57M 0.45%
33,550
-17,825
32
$3.87M 0.38%
+5,046
33
$3.84M 0.38%
7,266
-5,384
34
$3.84M 0.38%
+108,203
35
$3.8M 0.37%
+28,370
36
$3.79M 0.37%
+20,342
37
$3.78M 0.37%
+43,790
38
$3.76M 0.37%
+13,651
39
$3.74M 0.37%
+12,941
40
$3.7M 0.36%
+271,745
41
$3.69M 0.36%
+113,570
42
$3.67M 0.36%
+74,600
43
$3.62M 0.36%
+14,071
44
$3.62M 0.36%
+22,527
45
$3.6M 0.35%
+113,189
46
$3.58M 0.35%
+19,672
47
$3.52M 0.35%
+96,575
48
$3.5M 0.34%
+16,722
49
$3.39M 0.33%
+62,362
50
$3.38M 0.33%
+337,028
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