We are live on ! Find out more
EC

Estate Counselors Portfolio holdings

AUM $1.12B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$757M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$96.7M
2
+$20M
3
+$19.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$13.6M

Top Sells

1
+$30.3M
2
+$28.4M
3
+$22.4M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$20.6M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$19.5M

Sector Composition

1 Energy 1.59%
2 Healthcare 1.3%
3 Financials 1.09%
4 Consumer Discretionary 1.09%
5 Materials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.4K ﹤0.01%
2,500
127
– –
-8,290
128
– –
-54,710
129
– –
-14,235
130
– –
-9,084
131
– –
-231,220
132
– –
-32,970
133
– –
-276,675
134
– –
-6,795
135
– –
-6,120
136
– –
-24,028
137
– –
-2,852
138
– –
-11,640
139
– –
-2,095
140
– –
-11,243
141
– –
-7,090
142
– –
-1,590
143
– –
-25,740
144
– –
-14,200
145
– –
-153,220
146
– –
-27,123
147
– –
-8,820
148
– –
-20,610
149
– –
-63,910
150
– –
-150,355
4 5
6
7 8