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
$198M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$13.3M
3
+$12.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$12.3M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$10.3M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 0.18%
2 Financials 0.15%
3 Energy 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.32M 1.18%
+29,547
27
$1.91M 0.97%
+57,015
28
$1.83M 0.92%
+21,727
29
$1.51M 0.77%
+54,620
30
$1.29M 0.66%
+28,564
31
$1.19M 0.6%
+14,570
32
$1.11M 0.56%
+27,765
33
$1.06M 0.54%
+32,560
34
$1.05M 0.53%
+13,140
35
$885K 0.45%
+18,420
36
$763K 0.39%
+23,850
37
$739K 0.37%
+31,850
38
$695K 0.35%
+10,440
39
$649K 0.33%
+17,300
40
$631K 0.32%
+25,850
41
$601K 0.3%
+14,170
42
$505K 0.26%
+14,500
43
$484K 0.24%
+19,150
44
$453K 0.23%
+18,300
45
$439K 0.22%
+7,400
46
$435K 0.22%
+11,100
47
$427K 0.22%
+6,657
48
$348K 0.18%
+41,883
49
$343K 0.17%
+6,705
50
$324K 0.16%
+7,250
1
2
3