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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
$644M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$10.5M
3
+$6.12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.23M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$4.72M

Top Sells

1
+$11.7M
2
+$9.68M
3
+$7.55M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$7.24M
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$6M

Sector Composition

1 Technology 1.15%
2 Healthcare 0.64%
3 Financials 0.63%
4 Consumer Staples 0.49%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-602
152
– –
-50
153
– –
-750
154
– –
-40
155
– –
-87
156
– –
-74,900
157
– –
-15,000
158
– –
-67,390
159
– –
-98
160
– –
-73,800
161
– –
-50
162
– –
-67,390
163
– –
-112,315
3 4 5 6
7