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

Top Buys

1
+$39.5M
2
+$35.9M
3
+$27.6M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$26.9M
5
BND icon
Vanguard Total Bond Market
BND
+$23.7M

Top Sells

1
+$88.7M
2
+$34.5M
3
+$32.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$27.4M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$18.3M

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
– –
-156,785
127
– –
-5,310
128
– –
-5,945
129
– –
-17,570
130
– –
-39,030
131
– –
-13,210
132
– –
-5,725
133
– –
-332,604
134
– –
-53,475
135
– –
-254,560
136
– –
-1,080
137
– –
-72,100
138
– –
-3,980
139
– –
-289,625
140
– –
-127,720
141
– –
-6,060
2 3 4 5
6