EC
Estate Counselors Portfolio holdings
AUM $1.02B
1-Year Return
14.47%
This Quarter Return
+2.88%
1 Year Return
+14.47%
3 Year Return
+43.12%
5 Year Return
+68.9%
10 Year Return
+113.18%
AUM
$283M
AUM Growth
+$23.2M
(+8.9%)
Cap. Flow
+$15.9M
Cap. Flow
% of AUM
5.62%
Top 10 Holdings %
Top 10 Hldgs %
53.12%
Holding
64
New
13
Increased
17
Reduced
15
Closed
5
Top Buys
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$9.06M |
| 2 |
VanEck Agribusiness ETF
MOO
|
+$3.99M |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$3.74M |
| 4 |
SPDR Gold Trust
GLD
|
+$3.61M |
| 5 |
iShares US Energy ETF
IYE
|
+$2.65M |
Top Sells
| 1 |
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
|
+$8.5M |
| 2 |
Invesco DB Agriculture Fund
DBA
|
+$4.19M |
| 3 |
iShares Gold Trust
IAU
|
+$1.77M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
+$1.5M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.41M |
Sector Composition
| 1 | Financials | 0.11% |
| 2 | Consumer Staples | 0.07% |
