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
$1.02B
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$15.2M
3
+$12.9M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$12.2M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$9.78M

Top Sells

1
+$31.5M
2
+$13.3M
3
+$13M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$9.69M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$9.31M

Sector Composition

1 Technology 2.17%
2 Industrials 1.82%
3 Consumer Discretionary 1.01%
4 Financials 0.88%
5 Communication Services 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.3M 0.32%
+64,003
52
$3.2M 0.31%
+75,024
53
$2.82M 0.28%
+6,870
54
$2.76M 0.27%
+27,590
55
$1.75M 0.17%
33,487
-77,440
56
$1.49M 0.15%
20,505
+9,430
57
$1.36M 0.13%
4,467
-18,676
58
$1.14M 0.11%
1,850
-4,660
59
$1.11M 0.11%
13,416
+930
60
$1.06M 0.1%
13,710
+6,780
61
$957K 0.09%
5,412
-30,185
62
$784K 0.08%
4,960
63
$711K 0.07%
+14,385
64
$706K 0.07%
+8,585
65
$689K 0.07%
+8,895
66
$577K 0.06%
2,400
67
$568K 0.06%
+6,440
68
$564K 0.06%
+8,925
69
$550K 0.05%
+7,905
70
$501K 0.05%
+3,700
71
$467K 0.05%
9,825
72
$430K 0.04%
32,965
-990
73
$427K 0.04%
11,385
74
$382K 0.04%
7,030
+1,250
75
$379K 0.04%
8,930
-190
1 2
3
4 5