EC

Estate Counselors Portfolio holdings

AUM $1.02B
1-Year Est. Return 14.47%
This Quarter Est. Return
1 Year Est. Return
+14.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$9.76M
3 +$8.79M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$6.16M
5
DBA icon
Invesco DB Agriculture Fund
DBA
+$4.65M

Sector Composition

1 Financials 0.14%
2 Consumer Staples 0.12%
3 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-106,325
52
-108,830
53
-4,712
54
-7,250
55
-29,510
56
-30,060