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
$251M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$5.71M
3
+$4.32M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.2M
5
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$4.11M

Top Sells

1
+$4.5M
2
+$3.45M
3
+$2.79M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.64M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.71M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.29M 1.71%
52,050
-1,000
27
$4.11M 1.64%
+82,640
28
$3.47M 1.38%
29,760
+27,310
29
$2.93M 1.17%
50,388
+660
30
$2.66M 1.06%
23,005
-300
31
$2.62M 1.04%
21,200
32
$2.12M 0.84%
15,000
33
$2.1M 0.84%
27,540
34
$2.1M 0.84%
23,645
+270
35
$2M 0.8%
+21,500
36
$1.88M 0.75%
22,000
-20,000
37
$1.85M 0.74%
+31,690
38
$1.46M 0.58%
34,820
39
$1.43M 0.57%
12,660
-2,000
40
$1.38M 0.55%
22,400
-45,500
41
$963K 0.38%
22,500
-19,000
42
$957K 0.38%
20,500
+220
43
$877K 0.35%
3,220
-100
44
$763K 0.3%
9,170
45
$518K 0.21%
5,320
+300
46
$508K 0.2%
6,050
+300
47
$466K 0.19%
4,070
48
$343K 0.14%
14,920
+1,550
49
$324K 0.13%
5,880
50
$321K 0.13%
+2,604
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