EC

Estate Counselors Portfolio holdings

AUM $1.19B
1-Year Est. Return 17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$935M
AUM Growth
-$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$14.3M
3
+$6.89M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$6.24M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.83M

Top Sells

1
+$13.4M
2
+$8.49M
3
+$7.41M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$7.28M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$7.12M

Sector Composition

1 Technology 3.76%
2 Consumer Discretionary 1.49%
3 Financials 1.38%
4 Communication Services 1.31%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.28K ﹤0.01%
750
102
– –
-9,403
103
– –
-10,735
104
– –
-26,875
105
– –
-11,850
106
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-8,330
107
– –
-34,065
108
– –
-110,440
109
– –
-48,605
110
– –
-1,607
111
– –
-8,703
112
– –
-2,143
113
– –
-10,710
114
– –
-4,885
115
– –
-35,110
116
– –
-3,450
117
– –
-13,525
118
– –
-129,515
119
– –
-10,000
120
– –
-3,900
121
– –
-10,785
122
– –
-8,718
123
– –
-4,607
124
– –
-29,400
125
– –
-62,676
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