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
$683M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$12.4M
3
+$10.8M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$10.3M
5
VFH icon
Vanguard Financials ETF
VFH
+$9.88M

Top Sells

1
+$38.6M
2
+$28.9M
3
+$26.9M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$12.4M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$8.43M

Sector Composition

1 Consumer Discretionary 1.6%
2 Financials 1.17%
3 Communication Services 1.12%
4 Technology 1.07%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$242K 0.04%
2,050
127
$204K 0.03%
3,187
+2,390
128
$195K 0.03%
3,030
129
$187K 0.03%
+10,000
130
$180K 0.03%
1,400
131
$120K 0.02%
1,223
132
$101K 0.01%
1,405
133
$95K 0.01%
830
134
$92K 0.01%
2,384
135
$91K 0.01%
+3,972
136
$84K 0.01%
555
137
$81K 0.01%
275
138
$80K 0.01%
780
139
$70K 0.01%
303
-6,125
140
$69K 0.01%
1,280
141
$67K 0.01%
141
142
$66K 0.01%
4,960
-4,800
143
$65K 0.01%
308
144
$65K 0.01%
274
145
$65K 0.01%
500
-95,150
146
$64K 0.01%
188
147
$63K 0.01%
318
-6,150
148
$63K 0.01%
298
149
$61K 0.01%
501
-9,335
150
$60K 0.01%
1,167
4 5
6
7 8