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
$651M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$6.28M
3
+$5.91M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.34M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$3.16M

Top Sells

1
+$11.2M
2
+$8.66M
3
+$3.63M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$3.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.59M

Sector Composition

1 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.5M 1.46%
84,460
+29,690
27
$9.48M 1.46%
235,520
-39,560
28
$9.45M 1.45%
179,700
+200
29
$9.22M 1.42%
72,750
+49,500
30
$8.89M 1.36%
95,330
-225
31
$8.08M 1.24%
254,500
32
$7.55M 1.16%
286,700
33
$7.2M 1.1%
111,150
-1,810
34
$7.05M 1.08%
172,600
+24,000
35
$6.91M 1.06%
57,220
-600
36
$6.77M 1.04%
164,890
-88,285
37
$6.51M 1%
83,915
-950
38
$6.18M 0.95%
68,550
-900
39
$5.91M 0.91%
+69,690
40
$4.85M 0.74%
31,530
41
$4.71M 0.72%
51,675
42
$4.61M 0.71%
85,970
43
$4.6M 0.71%
68,950
-11,100
44
$4.58M 0.7%
86,070
45
$4.52M 0.69%
177,250
-18,400
46
$4.37M 0.67%
56,160
+1,730
47
$4.11M 0.63%
64,115
-25
48
$3.58M 0.55%
62,750
+6,400
49
$3.16M 0.48%
+31,225
50
$3.14M 0.48%
18,740
1
2
3