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
$757M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$97M
2
+$21.7M
3
+$19.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.1M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$13.7M

Top Sells

1
+$30.6M
2
+$28.4M
3
+$22.4M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$20.6M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$19.6M

Sector Composition

1 Energy 1.59%
2 Healthcare 1.3%
3 Financials 1.09%
4 Consumer Discretionary 1.09%
5 Materials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.23M 0.16%
14,760
+105
77
$1.23M 0.16%
+5,290
78
$1.22M 0.16%
3,417
+2
79
$1.22M 0.16%
+15,485
80
$1.21M 0.16%
+7,840
81
$1.21M 0.16%
+7,885
82
$1.21M 0.16%
+26,280
83
$1.2M 0.16%
+6,015
84
$1.2M 0.16%
17,955
+740
85
$1.19M 0.16%
10,385
+320
86
$1.19M 0.16%
14,890
+645
87
$1.19M 0.16%
28,900
-16,130
88
$1.18M 0.16%
+15,130
89
$1.18M 0.16%
+33,110
90
$1.18M 0.16%
+33,400
91
$1.18M 0.16%
+16,265
92
$1.16M 0.15%
22,958
-14
93
$1.16M 0.15%
64,500
+1,825
94
$1.16M 0.15%
+3,235
95
$1.15M 0.15%
10,660
-39,520
96
$1.14M 0.15%
11,455
-286,535
97
$1.14M 0.15%
+3,705
98
$1.07M 0.14%
+5,290
99
$1.06M 0.14%
+4,815
100
$1.04M 0.14%
+3,470
2 3
4
5 6