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
76
$1.08M 0.16%
3,275
-1,725
77
$1.07M 0.16%
7,940
+30
78
$1.07M 0.16%
+42,275
79
$1.05M 0.15%
+47,600
80
$1.04M 0.15%
+20,905
81
$1.04M 0.15%
+31,725
82
$1.04M 0.15%
+27,500
83
$1.04M 0.15%
+15,880
84
$1.04M 0.15%
+11,650
85
$1.04M 0.15%
+17,400
86
$1.03M 0.15%
+16,900
87
$1.03M 0.15%
+61,200
88
$1.03M 0.15%
+51,800
89
$1.03M 0.15%
3,685
+420
90
$1.03M 0.15%
+47,100
91
$1.03M 0.15%
+22,725
92
$1.03M 0.15%
+8,703
93
$1.02M 0.15%
+1,795
94
$1.02M 0.15%
+4,650
95
$1.02M 0.15%
+21,625
96
$1.02M 0.15%
+13,730
97
$1.01M 0.15%
+13,750
98
$1.01M 0.15%
+2,745
99
$1.01M 0.15%
+38,050
100
$1.01M 0.15%
+16,900
2 3
4
5 6