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
$763M
AUM Growth
+$80.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$20.6M
3
+$18M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$14.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13M

Top Sells

1
+$374M
2
+$10.4M
3
+$9.02M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$8.85M
5
BND icon
Vanguard Total Bond Market
BND
+$8.69M

Sector Composition

1 Consumer Discretionary 1.4%
2 Financials 1.29%
3 Technology 1.19%
4 Healthcare 1.01%
5 Communication Services 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.16%
8,375
+170
77
$1.18M 0.15%
1,831
+36
78
$1.16M 0.15%
8,095
+155
79
$1.16M 0.15%
23,175
+450
80
$1.15M 0.15%
43,125
+850
81
$1.14M 0.15%
9,495
+195
82
$1.12M 0.15%
4,605
+55
83
$1.12M 0.15%
+8,002
84
$1.12M 0.15%
14,000
+270
85
$1.12M 0.15%
4,415
+90
86
$1.12M 0.15%
16,230
+330
87
$1.11M 0.15%
9,685
+195
88
$1.09M 0.14%
16,196
+316
89
$1.08M 0.14%
6,770
+140
90
$1.08M 0.14%
217
+5
91
$1.08M 0.14%
62,415
+1,215
92
$1.07M 0.14%
11,890
+240
93
$1.07M 0.14%
22,060
+435
94
$1.06M 0.14%
3,340
+65
95
$1.06M 0.14%
8,720
+170
96
$1.06M 0.14%
52,850
+1,050
97
$1.06M 0.14%
2,800
+55
98
$1.03M 0.14%
4,745
+95
99
$1.03M 0.14%
26,935
+535
100
$1.03M 0.13%
6,795
+135
2 3
4
5 6