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
$553M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11M
3
+$9.04M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$8.76M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.47M

Top Sells

1
+$13.5M
2
+$10.2M
3
+$8.74M
4
VT icon
Vanguard Total World Stock ETF
VT
+$7.08M
5
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$6.28M

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$954K 0.17%
12,600
+130
52
$631K 0.11%
5,700
-1,800
53
$605K 0.11%
12,690
-1,300
54
$564K 0.1%
4,240
-300
55
$427K 0.08%
1,600
56
$412K 0.07%
10,225
57
$392K 0.07%
+3,540
58
$335K 0.06%
5,960
+2,230
59
$306K 0.06%
5,400
60
$294K 0.05%
3,000
-200
61
$228K 0.04%
9,850
-440,755
62
$217K 0.04%
3,200
63
– –
-2
64
– –
-254,330
65
– –
-151,180
66
– –
-127,620
67
– –
-233,370
68
– –
-2,000
69
– –
-96,500
70
– –
-66,460
1 2
3