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
$810M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$36.2M
3
+$29.2M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$28.3M
5
BND icon
Vanguard Total Bond Market
BND
+$24.7M

Top Sells

1
+$88.6M
2
+$37.4M
3
+$32.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$30.8M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$18.9M

Sector Composition

1 Energy 1.92%
2 Technology 1.19%
3 Industrials 1.19%
4 Healthcare 1.13%
5 Consumer Discretionary 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-14,350
127
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-156,785
128
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-5,310
129
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-5,945
130
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-17,570
131
– –
-39,030
132
– –
-13,210
133
– –
-5,725
134
– –
-332,604
135
– –
-53,475
136
– –
-254,560
137
– –
-1,080
138
– –
-18,025
139
– –
-3,980
140
– –
-289,625
141
– –
-127,720
2 3 4 5
6