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
$672M
AUM Growth
-$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.8M
3
+$9.57M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$9.34M
5
VUG icon
Vanguard Growth ETF
VUG
+$8.96M

Top Sells

1
+$13.4M
2
+$12.8M
3
+$11.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.66M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.2M

Sector Composition

1 Energy 1.96%
2 Financials 1.69%
3 Healthcare 1.42%
4 Materials 1.02%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$75K 0.01%
4,960
127
$74K 0.01%
2,384
128
$74K 0.01%
+1,850
129
$70K 0.01%
274
130
$68K 0.01%
501
131
$63K 0.01%
591
132
$62K 0.01%
555
133
$62K 0.01%
3,000
-972
134
$60K 0.01%
602
135
$58K 0.01%
298
136
$57K 0.01%
324
137
$57K 0.01%
178
138
$57K 0.01%
399
139
$55K 0.01%
1,000
-15,239
140
$54K 0.01%
303
141
$54K 0.01%
395
+90
142
$53K 0.01%
584
143
$51K 0.01%
141
144
$50K 0.01%
1,280
145
$50K 0.01%
308
146
$49K 0.01%
1,167
147
$45K 0.01%
506
148
$44K 0.01%
188
149
$44K 0.01%
475
150
$44K 0.01%
275
4 5
6
7 8