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
$965M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$15.2M
2 +$9.1M
3 +$6.04M
4
EMR icon
Emerson Electric
EMR
+$4.37M
5
DVN icon
Devon Energy
DVN
+$3.83M

Top Sells

1 +$8.09M
2 +$6.39M
3 +$6.36M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.79M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.65M

Sector Composition

1 Consumer Discretionary 1.92%
2 Industrials 1.77%
3 Energy 1.45%
4 Technology 1.31%
5 Financials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-19,315