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
$260M
AUM Growth
-$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$495K
2 +$146K
3 +$123K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$89.9K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$61.2K

Sector Composition

1 Financials 0.12%
2 Consumer Staples 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$10K ﹤0.01%
+10,000