EC

Estate Counselors Portfolio holdings

AUM $1.12B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$17.5M
3
+$11.1M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$10.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$10.7M

Top Sells

1
+$9.32M
2
+$9.32M
3
+$9.32M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9.19M
5
GLD icon
SPDR Gold Trust
GLD
+$5.15M

Sector Composition

1 Technology 2.8%
2 Financials 1.28%
3 Industrials 1.04%
4 Communication Services 0.92%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.69M 0.57%
50,980
27
$6.45M 0.55%
45,740
+3,270
28
$6.39M 0.55%
54,544
+3,740
29
$6.13M 0.53%
33,600
+50
30
$5.98M 0.51%
+67,135
31
$5.78M 0.5%
+181,250
32
$5.69M 0.49%
67,061
+4,620
33
$5.33M 0.46%
+162,665
34
$5.28M 0.45%
+114,400
35
$4.89M 0.42%
+113,830
36
$4.63M 0.4%
62,622
+260
37
$4.57M 0.39%
74,960
+360
38
$4.52M 0.39%
13,711
+60
39
$4.49M 0.39%
7,296
+30
40
$4.24M 0.36%
+210,633
41
$4.18M 0.36%
+49,605
42
$4.06M 0.35%
+4,918
43
$4.04M 0.35%
+9,507
44
$4.04M 0.35%
+20,619
45
$3.88M 0.33%
+146,868
46
$3.85M 0.33%
+13,994
47
$3.83M 0.33%
+30,955
48
$3.77M 0.32%
+28,492
49
$3.76M 0.32%
+24,274
50
$3.62M 0.31%
16,792
+70
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