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
76
$495K 0.08%
+3,820
77
$488K 0.08%
+11,010
78
$487K 0.08%
+1,540
79
$477K 0.08%
+5,390
80
$473K 0.08%
10,500
-300,250
81
$472K 0.08%
+4,710
82
$460K 0.08%
+2,270
83
$448K 0.07%
+22,150
84
$448K 0.07%
+9,270
85
$446K 0.07%
+5,860
86
$446K 0.07%
+9,140
87
$433K 0.07%
+9,530
88
$428K 0.07%
+3,690
89
$424K 0.07%
+7,840
90
$424K 0.07%
+3,530
91
$419K 0.07%
+960
92
$417K 0.07%
+3,080
93
$414K 0.07%
+6,520
94
$414K 0.07%
+1,780
95
$412K 0.07%
+4,435
96
$411K 0.07%
+10,080
97
$400K 0.07%
10,050
-171,800
98
$397K 0.07%
+1,170
99
$394K 0.06%
+3,250
100
$382K 0.06%
+10,600
2 3
4
5 6