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
$225M
AUM Growth
+$9.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$3.19M
3
+$3.15M
4
MBB icon
iShares MBS ETF
MBB
+$1.63M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.04M

Top Sells

1
+$6.85M
2
+$3.89M
3
+$3.08M
4
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$1.59M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.31M

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
$243K 0.11%
2,280
-64,280
52
$176K 0.08%
4,712
-1,470
53
$130K 0.06%
30,060
54
– –
-5,500
55
– –
-16,900
56
– –
-6,620
57
– –
-25,850
1 2
3