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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
$1.12B
AUM Growth
-$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.1M
3
+$10.7M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$10.3M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$9.04M

Top Sells

1
+$14.4M
2
+$12.8M
3
+$11M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$10.7M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$9.5M

Sector Composition

1 Technology 1.33%
2 Financials 1.14%
3 Communication Services 0.53%
4 Energy 0.39%
5 Real Estate 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HPQ icon
51
HP
HPQ
$22.6B
$1.79M 0.16%
+93,277
TER icon
52
Teradyne
TER
$59.7B
$1.79M 0.16%
+6,032
SYF icon
53
Synchrony
SYF
$24.3B
$1.78M 0.16%
+26,143
COHR icon
54
Coherent
COHR
$71.1B
$1.77M 0.16%
7,438
-13,010
ALL icon
55
Allstate
ALL
$56.5B
$1.76M 0.16%
+8,477
MET icon
56
MetLife
MET
$56.4B
$1.75M 0.16%
+24,750
MU icon
57
Micron Technology
MU
$1.12T
$1.72M 0.15%
5,103
-7,417
EQH icon
58
Equitable Holdings
EQH
$12.3B
$1.69M 0.15%
+45,487
EG icon
59
Everest Group
EG
$13.3B
$1.68M 0.15%
+5,135
RNR icon
60
RenaissanceRe
RNR
$12.7B
$1.66M 0.15%
5,594
-4,885
SHV icon
61
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$1.51M 0.13%
13,700
-57,720
VEA icon
62
Vanguard FTSE Developed Markets ETF
VEA
$229B
$1.13M 0.1%
+17,665
VGSH icon
63
Vanguard Short-Term Treasury ETF
VGSH
$29.4B
$1.12M 0.1%
19,145
-128,387
VTI icon
64
Vanguard Total Stock Market ETF
VTI
$646B
$1.12M 0.1%
3,477
-38,009
VGIT icon
65
Vanguard Intermediate-Term Treasury ETF
VGIT
$41B
$1.09M 0.1%
+18,245
BSV icon
66
Vanguard Short-Term Bond ETF
BSV
$45.1B
$1.06M 0.09%
13,515
-91,796
SPYM
67
State Street SPDR Portfolio S&P 500 ETF
SPYM
$146B
$1.06M 0.09%
13,814
+606
NVDA icon
68
NVIDIA
NVDA
$4.96T
$865K 0.08%
4,960
VYM icon
69
Vanguard High Dividend Yield ETF
VYM
$78.7B
$839K 0.07%
5,665
+3,080
IJH icon
70
iShares Core S&P Mid-Cap ETF
IJH
$121B
$760K 0.07%
+11,260
VTIP icon
71
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.9B
$749K 0.07%
+14,990
DBMF icon
72
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.93B
$713K 0.06%
23,640
+11,790
SPSM icon
73
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16B
$642K 0.06%
+13,295
EMXC icon
74
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.3B
$608K 0.05%
7,725
+215
BIV icon
75
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$602K 0.05%
7,795
-4,705
1 2
3
4 5