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
$873M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$277M
3
+$3.2M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.14M
5
CVNA icon
Carvana
CVNA
+$2.47M

Top Sells

1
+$79.3M
2
+$60.9M
3
+$52.9M
4
VTV icon
Vanguard Value ETF
VTV
+$40.8M
5
VUG icon
Vanguard Growth ETF
VUG
+$39.4M

Sector Composition

1 Technology 2.52%
2 Energy 1.61%
3 Industrials 1.36%
4 Consumer Discretionary 1.26%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.06M 0.35%
72,730
-6,605
27
$2.97M 0.34%
33,100
-5,380
28
$2.9M 0.33%
122,055
-16,285
29
$2.89M 0.33%
30,330
-2,540
30
$2.89M 0.33%
39,520
-8,690
31
$2.84M 0.32%
15,350
-70
32
$2.52M 0.29%
27,860
+400
33
$2.48M 0.28%
5,584
-55,330
34
$2.47M 0.28%
+28,135
35
$2.47M 0.28%
11,850
-265
36
$2.36M 0.27%
7,865
-11,265
37
$2.36M 0.27%
+33,880
38
$2.34M 0.27%
40,360
-1,049,020
39
$2.26M 0.26%
+37,175
40
$2.26M 0.26%
+32,595
41
$2.16M 0.25%
10,730
42
$2.16M 0.25%
14,550
+50
43
$2.07M 0.24%
12,670
44
$2.02M 0.23%
18,067
-115
45
$2.01M 0.23%
+29,580
46
$1.97M 0.23%
12,110
-250,592
47
$1.92M 0.22%
+23,450
48
$1.88M 0.22%
+25,975
49
$1.85M 0.21%
+35,515
50
$1.84M 0.21%
10,785
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