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
$198M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$13.3M
3
+$12.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$12.3M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$10.3M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 0.18%
2 Financials 0.15%
3 Energy 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$312K 0.16%
+3,760
52
$292K 0.15%
+23,220
53
$277K 0.14%
+6,620
54
$258K 0.13%
+6,362
55
$229K 0.12%
+5,380
56
$213K 0.11%
+3,075
57
$117K 0.06%
+30,060
1 2
3