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
$553M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11M
3
+$9.04M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$8.76M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.47M

Top Sells

1
+$13.5M
2
+$10.2M
3
+$8.74M
4
VT icon
Vanguard Total World Stock ETF
VT
+$7.08M
5
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$6.28M

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.81M 1.59%
167,280
+7,300
27
$7.73M 1.4%
51,630
+49,900
28
$7.65M 1.39%
159,430
-10,050
29
$6.73M 1.22%
118,000
30
$5.73M 1.04%
48,920
-190
31
$5.71M 1.03%
234,790
32
$5.47M 0.99%
57,500
-42,430
33
$5.47M 0.99%
52,920
-1,340
34
$5.47M 0.99%
63,230
35
$5.42M 0.98%
71,930
-2,600
36
$5.34M 0.97%
46,430
37
$5.14M 0.93%
119,680
+3,800
38
$4.76M 0.86%
37,560
+70
39
$4.61M 0.83%
52,780
-100
40
$4.59M 0.83%
43,510
+35,750
41
$4.22M 0.76%
52,280
+860
42
$3.73M 0.67%
+42,800
43
$3.5M 0.63%
+69,480
44
$3.46M 0.63%
41,520
+2,200
45
$3.19M 0.58%
19,440
46
$3.18M 0.58%
40,650
-400
47
$2.8M 0.51%
17,200
-1,900
48
$2.49M 0.45%
109,000
+3,600
49
$1.21M 0.22%
16,000
50
$1.05M 0.19%
19,500
+2,800
1
2
3