EC

Estate Counselors Portfolio holdings

AUM $1.16B
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$769M
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$63.3M
2
+$38.9M
3
+$16M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$11.8M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$9.99M

Top Sells

1
+$40.1M
2
+$22.5M
3
+$19.9M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$19.6M
5
BND icon
Vanguard Total Bond Market
BND
+$15.2M

Sector Composition

1 Financials 1.55%
2 Energy 1.47%
3 Technology 1.36%
4 Healthcare 1.15%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-1,750
177
– –
-2,800
178
– –
-18
179
– –
-2,500
180
– –
-2,700
4 5 6 7
8