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
$810M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$36.2M
3
+$29.2M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$28.3M
5
BND icon
Vanguard Total Bond Market
BND
+$24.7M

Top Sells

1
+$88.6M
2
+$37.4M
3
+$32.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$30.8M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$18.9M

Sector Composition

1 Energy 1.92%
2 Technology 1.19%
3 Industrials 1.19%
4 Healthcare 1.13%
5 Consumer Discretionary 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.41M 0.17%
9,110
77
$1.41M 0.17%
3,710
78
$1.4M 0.17%
32,989
79
$1.4M 0.17%
6,375
80
$1.4M 0.17%
10,785
81
$1.38M 0.17%
54,105
82
$1.37M 0.17%
7,880
83
$1.36M 0.17%
960
84
$1.36M 0.17%
27,460
+22,500
85
$1.35M 0.17%
7,845
86
$1.35M 0.17%
15,605
87
$1.34M 0.17%
55,385
88
$1.3M 0.16%
76,955
89
$1.28M 0.16%
16,410
90
$1.27M 0.16%
+2,131
91
$1.25M 0.15%
3,225
92
$1.21M 0.15%
4,210
93
$1.21M 0.15%
12,720
94
$1.15M 0.14%
+32,040
95
$1.15M 0.14%
7,305
96
$1.13M 0.14%
+19,380
97
$1.05M 0.13%
23,257
98
$780K 0.1%
8,010
99
$758K 0.09%
4,585
-23,605
100
$743K 0.09%
+5,010
2 3
4
5 6