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
$288M
AUM Growth
+$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$1.14M
3
+$849K
4
PHDG icon
Invesco S&P 500 Downside Hedged ETF
PHDG
+$231K

Top Sells

1
+$945K
2
+$863K
3
+$394K
4
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$105K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$58.9K

Sector Composition

1 Consumer Staples 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$135K 0.05%
41,883
52
$68K 0.02%
2,512
53
– –
-7,333
54
– –
-10,000
1 2
3