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
$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
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-37,450
177
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-15,745
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-40,000
179
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-16,707
180
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-11,228
181
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-37,360
182
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-30,243
183
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-42,985
184
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-12,680
185
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-300
186
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-35,722
187
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188
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189
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190
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-8,955
191
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-41,050
192
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-70,105
193
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-86,065
194
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195
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-600
196
$0 ﹤0.01%
17
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4 5 6 7
8