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
$763M
AUM Growth
+$80.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$20.6M
3
+$18M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$14.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13M

Top Sells

1
+$374M
2
+$10.4M
3
+$9.02M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$8.85M
5
BND icon
Vanguard Total Bond Market
BND
+$8.69M

Sector Composition

1 Consumer Discretionary 1.4%
2 Financials 1.29%
3 Technology 1.19%
4 Healthcare 1.01%
5 Communication Services 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$240K 0.03%
+1,750
127
$239K 0.03%
3,580
+550
128
$197K 0.03%
3,522
+335
129
$195K 0.03%
10,000
130
$178K 0.02%
3,275
+3,100
131
$168K 0.02%
+2,500
132
$122K 0.02%
2,150
-30,450
133
$117K 0.02%
1,223
134
$104K 0.01%
1,405
135
$99K 0.01%
4,960
136
$98K 0.01%
2,384
137
$96K 0.01%
830
138
$95K 0.01%
780
139
$95K 0.01%
275
140
$86K 0.01%
555
141
$86K 0.01%
3,972
142
$83K 0.01%
475
-10,570
143
$82K 0.01%
141
144
$76K 0.01%
318
145
$75K 0.01%
308
146
$74K 0.01%
274
147
$72K 0.01%
1,280
148
$71K 0.01%
500
149
$69K 0.01%
298
150
$68K 0.01%
501
3 4 5
6
7