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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
$1.02B
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$15.2M
3
+$12.9M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$12.2M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$9.78M

Top Sells

1
+$31.5M
2
+$13.3M
3
+$13M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$9.69M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$9.31M

Sector Composition

1 Technology 2.17%
2 Industrials 1.82%
3 Consumer Discretionary 1.01%
4 Financials 0.88%
5 Communication Services 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-7,270
102
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103
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-158,385
104
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-286,025
105
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106
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107
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-9,800
108
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109
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-35,860
110
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-10,842
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112
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113
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-9,315
114
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-378,990
115
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-21,090
116
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-7,400
117
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-12,290
118
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-9,920
119
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120
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-198,565
121
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-90,070
123
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125
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-61,130
2 3 4
5
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