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
$810M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$36.2M
3
+$29.2M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$28.3M
5
BND icon
Vanguard Total Bond Market
BND
+$24.7M

Top Sells

1
+$88.6M
2
+$37.4M
3
+$32.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$30.8M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$18.9M

Sector Composition

1 Energy 1.92%
2 Technology 1.19%
3 Industrials 1.19%
4 Healthcare 1.13%
5 Consumer Discretionary 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.25%
12,115
52
$2.01M 0.25%
13,652
53
$2M 0.25%
21,025
-49,538
54
$2M 0.25%
13,140
55
$1.96M 0.24%
25,000
56
$1.95M 0.24%
19,315
57
$1.8M 0.22%
15,420
58
$1.78M 0.22%
5,415
59
$1.77M 0.22%
5,270
60
$1.74M 0.22%
12,050
61
$1.74M 0.21%
4,915
62
$1.71M 0.21%
14,500
63
$1.69M 0.21%
12,670
64
$1.66M 0.2%
32,800
65
$1.66M 0.2%
28,870
66
$1.64M 0.2%
+14,405
67
$1.59M 0.2%
+20,100
68
$1.59M 0.2%
10,730
69
$1.58M 0.2%
18,182
70
$1.58M 0.19%
3,405
71
$1.57M 0.19%
+15,815
72
$1.49M 0.18%
8,755
73
$1.47M 0.18%
11,570
74
$1.45M 0.18%
24,219
75
$1.43M 0.18%
13,265
1 2
3
4 5