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
$769M
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$63.3M
2
+$38.9M
3
+$16M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$11.8M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$9.99M

Top Sells

1
+$40.1M
2
+$22.5M
3
+$19.9M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$19.6M
5
BND icon
Vanguard Total Bond Market
BND
+$15.2M

Sector Composition

1 Financials 1.55%
2 Energy 1.47%
3 Technology 1.36%
4 Healthcare 1.15%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$99K 0.01%
1,785
-285
127
$98K 0.01%
2,384
128
$96K 0.01%
1,223
129
$87K 0.01%
501
130
$84K 0.01%
274
131
$82K 0.01%
162
132
$75K 0.01%
555
133
$70K 0.01%
3,972
134
$67K 0.01%
303
135
$67K 0.01%
318
136
$66K 0.01%
298
137
$65K 0.01%
400
138
$65K 0.01%
308
139
$65K 0.01%
1,167
140
$65K 0.01%
475
141
$65K 0.01%
591
142
$64K 0.01%
141
143
$61K 0.01%
275
144
$60K 0.01%
723
145
$60K 0.01%
399
146
$60K 0.01%
602
147
$59K 0.01%
188
148
$59K 0.01%
1,280
149
$57K 0.01%
324
150
$56K 0.01%
506
4 5
6
7 8