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
$646M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$20.9M
3
+$11.6M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.53M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.27M

Top Sells

1
+$34.3M
2
+$29.8M
3
+$9.71M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$9.34M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$9.08M

Sector Composition

1 Energy 1.88%
2 Financials 1.83%
3 Healthcare 1.51%
4 Consumer Discretionary 1.09%
5 Consumer Staples 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$74K 0.01%
780
127
$71K 0.01%
2,384
128
$71K 0.01%
1,230
-50
129
$69K 0.01%
501
130
$63K 0.01%
274
131
$60K 0.01%
4,960
132
$57K 0.01%
555
133
$57K 0.01%
178
134
$54K 0.01%
591
135
$53K 0.01%
602
136
$52K 0.01%
324
137
$52K 0.01%
298
138
$50K 0.01%
584
139
$50K 0.01%
1,000
140
$50K 0.01%
399
141
$49K 0.01%
303
142
$47K 0.01%
318
143
$46K 0.01%
1,167
144
$46K 0.01%
3,000
145
$45K 0.01%
400
146
$44K 0.01%
308
147
$44K 0.01%
475
148
$41K 0.01%
188
149
$40K 0.01%
506
150
$38K 0.01%
141
4 5
6
7 8