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
$665M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$335M
2
+$9.34M
3
+$8.62M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.67M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.26M

Top Sells

1
+$7.8M
2
+$6.64M
3
+$6.47M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$5.52M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.99M

Sector Composition

1 Technology 1.34%
2 Industrials 0.66%
3 Healthcare 0.59%
4 Consumer Staples 0.45%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$55K 0.01%
+602
127
$54K 0.01%
+591
128
$52K 0.01%
1,167
-9,967
129
$51K 0.01%
324
-3,064
130
$48K 0.01%
612
-6,030
131
$40K 0.01%
797
-7,397
132
$1K ﹤0.01%
+18
133
– –
-229
134
– –
-7,750
135
– –
-1,603
136
– –
-8,580
137
– –
-1,315
138
– –
-11,984
139
– –
-1,200
140
– –
-10,050
2 3 4 5
6