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
$626M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$23.2M
3
+$16.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$14.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$8.04M

Top Sells

1
+$36.4M
2
+$14.1M
3
+$11.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.4M
5
IBB icon
iShares Biotechnology ETF
IBB
+$11.4M

Sector Composition

1 Technology 1.13%
2 Healthcare 0.74%
3 Financials 0.5%
4 Industrials 0.4%
5 Consumer Staples 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.87M 1.26%
281,250
27
$7.58M 1.21%
253,350
+6,550
28
$7.46M 1.19%
89,910
+1,830
29
$7.2M 1.15%
50,260
-66,570
30
$6.94M 1.11%
+62,690
31
$6.57M 1.05%
21,425
-118,650
32
$6.11M 0.98%
18,835
-3,005
33
$6.1M 0.98%
410,300
-321,340
34
$5.79M 0.92%
+84,230
35
$5.64M 0.9%
82,895
-21,460
36
$5.5M 0.88%
45,620
-96,900
37
$5.39M 0.86%
94,200
-64,900
38
$5.24M 0.84%
74,300
+4,450
39
$5.04M 0.8%
100,150
-47,500
40
$4.76M 0.76%
87,540
+470
41
$4.34M 0.69%
91,250
+3,250
42
$3.52M 0.56%
44,900
-77,940
43
$3.5M 0.56%
33,495
-48,660
44
$3.33M 0.53%
51,415
-13,300
45
$3.23M 0.52%
23,610
-83,130
46
$3.2M 0.51%
54,600
-57,550
47
$3.16M 0.5%
31,550
-38,700
48
$3.12M 0.5%
91,725
-14,025
49
$2.95M 0.47%
109,075
+1,870
50
$2.92M 0.47%
110,155
+1,910
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