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
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$18.3M
3
+$12.7M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$9.36M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$9.1M

Top Sells

1
+$32.3M
2
+$8.28M
3
+$8.06M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$6.65M
5
CVNA icon
Carvana
CVNA
+$5.59M

Sector Composition

1 Technology 2.91%
2 Industrials 1.66%
3 Financials 1.46%
4 Healthcare 1.31%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.67M 0.48%
+34,690
27
$4.63M 0.48%
+21,820
28
$4.43M 0.46%
+90,070
29
$4.43M 0.46%
+61,130
30
$4.34M 0.45%
51,375
-95,520
31
$4.13M 0.43%
52,339
+167
32
$4.07M 0.42%
+12,430
33
$3.97M 0.41%
+158,385
34
$3.88M 0.4%
178,276
+4,550
35
$3.87M 0.4%
158,426
+3,870
36
$3.86M 0.4%
+12,650
37
$3.81M 0.4%
+30,250
38
$3.72M 0.39%
+52,780
39
$3.72M 0.39%
+119,875
40
$3.64M 0.38%
6,510
+4,310
41
$3.63M 0.38%
+37,097
42
$3.6M 0.37%
+10,210
43
$3.51M 0.36%
+60,400
44
$3.36M 0.35%
10,842
+132
45
$3.33M 0.34%
+286,025
46
$3.29M 0.34%
+79,456
47
$3.26M 0.34%
12,290
-19,877
48
$3.21M 0.33%
13,890
+175
49
$3.16M 0.33%
+28,025
50
$2.97M 0.31%
+71,347
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