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
$683M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$16.9M
2 +$15.9M
3 +$12M
4
VDE icon
Vanguard Energy ETF
VDE
+$10.1M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$9.82M

Sector Composition

1 Consumer Discretionary 1.6%
2 Financials 1.17%
3 Communication Services 1.12%
4 Technology 1.07%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-16,760
177
-6,595