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
$248M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$10.8M
3
+$3.84M
4
IYE icon
iShares US Energy ETF
IYE
+$2.17M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.83M

Top Sells

1
+$16.3M
2
+$11.9M
3
+$10.8M
4
GLD icon
SPDR Gold Trust
GLD
+$7.77M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

Sector Composition

1 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 0.92%
21,310
-1,500
27
$2.25M 0.91%
36,295
-20,130
28
$2.17M 0.87%
+62,300
29
$2.07M 0.83%
18,600
+14,600
30
$2.04M 0.82%
18,730
-4,855
31
$1.86M 0.75%
7,470
+1,350
32
$1.83M 0.74%
+16,730
33
$1.76M 0.71%
35,895
-7,770
34
$1.7M 0.68%
43,700
-2,400
35
$1.67M 0.67%
+65,800
36
$1.57M 0.63%
+23,100
37
$1.55M 0.62%
+18,760
38
$1.53M 0.62%
13,160
-700
39
$1.22M 0.49%
43,100
+30,250
40
$916K 0.37%
23,840
-4,800
41
$876K 0.35%
12,150
-2,800
42
$815K 0.33%
8,770
43
$800K 0.32%
+22,300
44
$798K 0.32%
+24,550
45
$797K 0.32%
+24,650
46
$795K 0.32%
+11,850
47
$794K 0.32%
+6,520
48
$790K 0.32%
8,780
-1,280
49
$769K 0.31%
+12,280
50
$764K 0.31%
+9,180
1
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3