EC
Estate Counselors Portfolio holdings
AUM $1.02B
1-Year Return
14.47%
This Quarter Return
-1.59%
1 Year Return
+14.47%
3 Year Return
+43.12%
5 Year Return
+68.9%
10 Year Return
+113.18%
AUM
$260M
AUM Growth
-$2.25M
(-0.86%)
Cap. Flow
+$2.3M
Cap. Flow
% of AUM
0.89%
Top 10 Holdings %
Top 10 Hldgs %
53.49%
Holding
51
New
3
Increased
13
Reduced
9
Closed
–
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$495K |
| 2 |
SPDR Gold Trust
GLD
|
+$146K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$123K |
| 4 |
Invesco QQQ Trust
QQQ
|
+$89.9K |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$61.2K |
Sector Composition
| 1 | Financials | 0.12% |
| 2 | Consumer Staples | 0.05% |