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
$965M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$9.54M
3
+$6.39M
4
EMR icon
Emerson Electric
EMR
+$4.44M
5
PLTR icon
Palantir
PLTR
+$4.25M

Top Sells

1
+$8.19M
2
+$6.72M
3
+$6.39M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.72M

Sector Composition

1 Consumer Discretionary 1.92%
2 Industrials 1.77%
3 Technology 1.49%
4 Energy 1.45%
5 Financials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.13M 0.53%
113,088
-982
27
$4.8M 0.5%
27,580
28
$4.32M 0.45%
110,440
+87,085
29
$4.24M 0.44%
32,485
30
$3.88M 0.4%
154,502
-308
31
$3.84M 0.4%
173,667
-348
32
$3.38M 0.35%
27,860
33
$2.7M 0.28%
43,295
+6,229
34
$2.48M 0.26%
20,930
-12,750
35
$2.45M 0.25%
41,469
+441
36
$2.4M 0.25%
20,521
+3,052
37
$2.32M 0.24%
23,290
38
$2.32M 0.24%
8,157
-6,042
39
$2.31M 0.24%
8,890
-6,175
40
$2.3M 0.24%
11,850
41
$2.19M 0.23%
25,290
42
$2.11M 0.22%
14,690
43
$2.02M 0.21%
3,345
44
$2.02M 0.21%
35,355
45
$1.94M 0.2%
5,935
-1,965
46
$1.91M 0.2%
69,690
47
$1.9M 0.2%
2,143
48
$1.88M 0.2%
19,595
49
$1.84M 0.19%
99,700
50
$1.83M 0.19%
14,550
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