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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
$646M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$22M
3
+$14.5M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$9.08M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$9.06M

Top Sells

1
+$20.1M
2
+$20.1M
3
+$10.8M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$9.34M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$9.08M

Sector Composition

1 Energy 1.88%
2 Financials 1.83%
3 Healthcare 1.51%
4 Consumer Discretionary 1.09%
5 Consumer Staples 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-15,745
177
– –
-40,000
178
– –
-16,707
179
– –
-11,228
180
– –
-37,360
181
– –
-30,243
182
– –
-42,985
183
– –
-12,680
184
– –
-300
185
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-35,722
186
– –
-117,640
187
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-18,810
188
– –
-16,224
189
– –
-8,955
190
– –
-41,050
191
– –
-70,105
192
– –
-86,065
193
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-37,450
194
– –
-400
195
– –
-600
196
$0 ﹤0.01%
17
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4 5 6 7
8