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EC

Estate Counselors Portfolio holdings

AUM $1.12B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
-$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.1M
3
+$10.7M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$10.3M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$9.04M

Top Sells

1
+$14.4M
2
+$12.8M
3
+$11M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$10.7M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$9.5M

Sector Composition

1 Technology 1.33%
2 Financials 1.14%
3 Communication Services 0.53%
4 Energy 0.39%
5 Real Estate 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVNA icon
101
Carvana
CVNA
$48.6B
– –
-47,765
EAGG icon
102
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.83B
– –
-9,825
ELAN icon
103
Elanco Animal Health
ELAN
$12B
– –
-210,633
ESGV icon
104
Vanguard ESG US Stock ETF
ESGV
$13B
– –
-3,975
HOOD icon
105
Robinhood
HOOD
$83.1B
– –
-49,317
M icon
106
Macy's
M
$6.59B
– –
-168,713
MGK icon
107
Vanguard Mega Cap Growth ETF
MGK
$33B
– –
-4,125
MTUM icon
108
iShares MSCI USA Momentum Factor ETF
MTUM
$26.7B
– –
-2,400
NEM icon
109
Newmont
NEM
$104B
– –
-49,605
NULG icon
110
Nuveen ESG Large-Cap Growth ETF
NULG
$2.68B
– –
-4,960
NXT icon
111
Nextpower Inc
NXT
$18B
– –
-62,622
PLTR icon
112
Palantir
PLTR
$314B
– –
-33,600
SOFI icon
113
SoFi Technologies
SOFI
$21.4B
– –
-146,868
SPY icon
114
State Street SPDR S&P 500 ETF Trust
SPY
$770B
– –
-1,510
STX icon
115
Seagate
STX
$196B
– –
-10,834
VCLT icon
116
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.37B
– –
-141,405
VCSH icon
117
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
– –
-4,195
VFH icon
118
Vanguard Financials ETF
VFH
$12.6B
– –
-82,403
VGK icon
119
Vanguard FTSE Europe ETF
VGK
$30.3B
– –
-7,080
VPL icon
120
Vanguard FTSE Pacific ETF
VPL
$8.46B
– –
-7,045
VUG icon
121
Vanguard Growth ETF
VUG
$220B
– –
-85,146
WBD icon
122
Warner Bros
WBD
$67.3B
– –
-75,852
XLF icon
123
State Street Financial Select Sector SPDR ETF
XLF
$49.3B
– –
-88,635
XLI icon
124
State Street Industrial Select Sector SPDR ETF
XLI
$30.7B
– –
-60,770
XLRE icon
125
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.02B
– –
-5,055
2 3 4
5
6