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
$288M
AUM Growth
+$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$1.17M
3
+$864K
4
PHDG icon
Invesco S&P 500 Downside Hedged ETF
PHDG
+$239K

Top Sells

1
+$983K
2
+$863K
3
+$403K
4
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$105K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$62.3K

Sector Composition

1 Consumer Staples 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$135K 0.05%
41,883
52
$68K 0.02%
2,512
53
– –
-7,333
54
– –
-10,000
1 2
3