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
$502M
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.4M
3
+$6.64M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$5.73M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$4.11M

Top Sells

1
+$8.84M
2
+$6.22M
3
+$5.64M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.91M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.24M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$400K 0.08%
11,175
-1,000
52
$354K 0.07%
+4,770
53
$324K 0.06%
3,550
-500
54
$292K 0.06%
3,600
55
$265K 0.05%
3,320
-70,600
56
$264K 0.05%
2,800
+600
57
$257K 0.05%
4,400
58
$238K 0.05%
1,835
59
– –
-85,930
60
– –
-36,000
61
– –
-12,900
1 2
3