EC

Estate Counselors Portfolio holdings

AUM $1.19B
1-Year Est. Return 17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17%
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
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-8,290
128
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-54,710
129
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-14,235
130
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-9,084
131
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-231,220
132
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-32,970
133
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-276,675
134
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-6,795
135
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-12,630
136
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-8,620
137
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-6,660
138
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-13,203
139
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140
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-26,439
141
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-11,033
142
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143
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144
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-5,700
145
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146
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147
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-29,849
148
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-16,572
149
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-128,010
150
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-163,100
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