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
$249M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.6M
3
+$8.58M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$6.15M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.45M

Top Sells

1
+$8.67M
2
+$6.72M
3
+$4.24M
4
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$3.81M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.37M

Sector Composition

1 Financials 0.14%
2 Consumer Staples 0.12%
3 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-106,325
52
– –
-108,830
53
– –
-4,712
54
– –
-7,250
55
– –
-29,510
56
– –
-30,060
1 2
3