EC
Estate Counselors Portfolio holdings
AUM
$1.02B
This Quarter Return
+2.34%
1 Year Return
+14.47%
3 Year Return
+43.12%
5 Year Return
+68.9%
10 Year Return
+113.18%
AUM
$441M
AUM Growth
+$441M
(+15%)
Cap. Flow
+$47.6M
Cap. Flow
% of AUM
10.78%
Top 10 Holdings %
Top 10 Hldgs %
46.47%
Holding
69
New
6
Increased
30
Reduced
20
Closed
10
Top Buys
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$10.3M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$9.58M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$9.02M |
| 4 |
iShares International Select Dividend ETF
IDV
|
$8.95M |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$8.84M |
Top Sells
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$8.2M |
| 2 |
Vanguard Long-Term Bond ETF
BLV
|
$5.44M |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$5.28M |
| 4 |
iShares US Energy ETF
IYE
|
$4.63M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$4.14M |
