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
$683M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$12.4M
3
+$10.8M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$10.3M
5
VFH icon
Vanguard Financials ETF
VFH
+$9.88M

Top Sells

1
+$38.6M
2
+$28.9M
3
+$26.9M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$12.4M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$8.43M

Sector Composition

1 Consumer Discretionary 1.6%
2 Financials 1.17%
3 Communication Services 1.12%
4 Technology 1.07%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.16M 0.46%
92,740
+82,820
52
$3.14M 0.46%
148,750
+25,725
53
$3.07M 0.45%
141,025
+20,425
54
$2.96M 0.43%
91,050
55
$2.45M 0.36%
91,200
56
$1.97M 0.29%
13,400
+3,465
57
$1.86M 0.27%
32,600
-147,655
58
$1.78M 0.26%
36,215
+30,450
59
$1.74M 0.26%
44,105
+26,720
60
$1.67M 0.24%
24,095
-1,500
61
$1.66M 0.24%
+32,595
62
$1.6M 0.23%
31,820
+12,220
63
$1.53M 0.22%
19,475
+15,290
64
$1.34M 0.2%
5,200
+1,800
65
$1.3M 0.19%
14,790
+350
66
$1.22M 0.18%
5,250
-50
67
$1.17M 0.17%
28,848
-10,650
68
$1.17M 0.17%
4,550
69
$1.14M 0.17%
16,190
70
$1.12M 0.16%
9,490
71
$1.11M 0.16%
+8,550
72
$1.1M 0.16%
+26,400
73
$1.1M 0.16%
8,205
-5,050
74
$1.09M 0.16%
11,045
+10,570
75
$1.08M 0.16%
12,500
1 2
3
4 5