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
$251M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$5.71M
3
+$4.32M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.2M
5
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$4.11M

Top Sells

1
+$4.5M
2
+$3.45M
3
+$2.79M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.64M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.71M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$310K 0.12%
5,910
+1,000
52
$295K 0.12%
9,875
+1,000
53
$292K 0.12%
6,060
-5,880
54
$4K ﹤0.01%
10,000
55
– –
-18,260
56
– –
-3,920
57
– –
-27,630
58
– –
-6,640
59
– –
-66,430
60
– –
-6,440
1 2
3