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
$258M
AUM Growth
+$6.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.52M
3
+$3.24M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.97M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.68M

Top Sells

1
+$5.07M
2
+$2.64M
3
+$1.97M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.88M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.38M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$269K 0.1%
5,400
-660
52
$253K 0.1%
4,750
-1,130
53
$214K 0.08%
+1,920
54
$1K ﹤0.01%
10,000
55
– –
-2,604
56
– –
-39,830
57
– –
-22,000
58
– –
-22,500
59
– –
-22,400
1 2
3