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
$823M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.86M
3
+$4.11M
4
IGHG icon
ProShares Investment Grade-Interest Rate Hedged
IGHG
+$2.54M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$2.53M

Top Sells

1
+$11.4M
2
+$7.11M
3
+$5.53M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$4.82M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.52M

Sector Composition

1 Financials 1.47%
2 Technology 1.46%
3 Consumer Discretionary 1.27%
4 Healthcare 1.02%
5 Energy 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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191
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193
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-34,965
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$0 ﹤0.01%
18
195
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-13,675
4 5 6 7
8