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
$225M
AUM Growth
+$9.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$3.19M
3
+$3.15M
4
MBB icon
iShares MBS ETF
MBB
+$1.63M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.04M

Top Sells

1
+$6.85M
2
+$3.89M
3
+$3.08M
4
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$1.59M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.31M

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
$3.15M 1.4%
56,785
-545
27
$2.58M 1.15%
23,469
-2,030
28
$2.19M 0.97%
55,695
29
$2.03M 0.9%
47,160
+19,395
30
$1.98M 0.88%
21,017
-30
31
$1.93M 0.86%
29,875
-8,900
32
$1.81M 0.81%
48,400
+16,380
33
$1.45M 0.64%
3,070
-8,220
34
$1.39M 0.61%
25,384
-1,240
35
$789K 0.35%
9,470
-5,100
36
$735K 0.33%
13,735
-135
37
$713K 0.32%
26,650
-5,200
38
$688K 0.31%
9,140
39
$684K 0.3%
14,090
40
$611K 0.27%
11,700
41
$497K 0.22%
+4,675
42
$488K 0.22%
12,850
43
$455K 0.2%
18,300
44
$413K 0.18%
41,883
45
$391K 0.17%
5,487
-1,240
46
$366K 0.16%
7,250
47
$344K 0.15%
25,980
+2,760
48
$328K 0.15%
6,425
49
$279K 0.12%
2,909
-186
50
$266K 0.12%
5,685
+305
1
2
3