EC

Estate Counselors Portfolio holdings

AUM $1.16B
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$608M
AUM Growth
-$72.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$10.6M
3
+$10.1M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$9.45M

Top Sells

1
+$13.5M
2
+$13.4M
3
+$11.4M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$11.4M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$10.2M

Sector Composition

1 Technology 1.11%
2 Healthcare 0.66%
3 Industrials 0.57%
4 Consumer Discretionary 0.35%
5 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.8M 0.46%
110,395
+860
52
$2.69M 0.44%
23,280
+200
53
$2.52M 0.41%
+51,750
54
$2.39M 0.39%
38,350
55
$2.37M 0.39%
113,140
-360
56
$2.35M 0.39%
113,130
-370
57
$2.32M 0.38%
93,040
-310
58
$2.17M 0.36%
13,850
59
$2.1M 0.35%
43,760
+1,800
60
$1.8M 0.3%
21,370
+20
61
$1.58M 0.26%
+58,550
62
$1.56M 0.26%
+60,700
63
$1.56M 0.26%
+73,450
64
$1.55M 0.25%
+60,700
65
$1.54M 0.25%
+74,450
66
$1.51M 0.25%
+76,700
67
$1.36M 0.22%
27,910
+1,450
68
$1.35M 0.22%
11,704
-19,826
69
$655K 0.11%
15,600
70
$600K 0.1%
+4,240
71
$563K 0.09%
+8,360
72
$503K 0.08%
+76,400
73
$502K 0.08%
+2,110
74
$501K 0.08%
+4,340
75
$495K 0.08%
+3,570
1 2
3
4 5