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
$913M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.07M
3
+$8.02M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$6.31M
5
VTV icon
Vanguard Value ETF
VTV
+$5.39M

Top Sells

1
+$17.3M
2
+$7.43M
3
+$7.02M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.5M
5
BND icon
Vanguard Total Bond Market
BND
+$3.2M

Sector Composition

1 Technology 2.29%
2 Consumer Discretionary 1.6%
3 Energy 1.42%
4 Industrials 1.22%
5 Financials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.19%
69,690
-310
52
$1.72M 0.19%
35,355
53
$1.68M 0.18%
10,735
-50
54
$1.65M 0.18%
35,110
-165
55
$1.64M 0.18%
11,850
56
$1.63M 0.18%
19,830
-30
57
$1.62M 0.18%
3,220
-20
58
$1.62M 0.18%
14,690
59
$1.62M 0.18%
960
60
$1.61M 0.18%
13,598
61
$1.6M 0.17%
14,442
+169
62
$1.59M 0.17%
25,290
-70
63
$1.57M 0.17%
+62,300
64
$1.55M 0.17%
29,400
-180
65
$1.49M 0.16%
19,595
66
$1.48M 0.16%
26,020
-160
67
$1.48M 0.16%
132,865
-580
68
$1.47M 0.16%
+9,245
69
$1.4M 0.15%
19,315
70
$1.39M 0.15%
+61,150
71
$1.39M 0.15%
70,210
72
$1.39M 0.15%
6,830
-12,635
73
$1.38M 0.15%
12,140
74
$1.33M 0.15%
12,575
75
$1.3M 0.14%
34,065
-150
1 2
3
4 5