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
$626M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$23.2M
3
+$16.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$14.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$8.04M

Top Sells

1
+$36.4M
2
+$14.1M
3
+$11.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.4M
5
IBB icon
iShares Biotechnology ETF
IBB
+$11.4M

Sector Composition

1 Technology 1.13%
2 Healthcare 0.74%
3 Financials 0.5%
4 Industrials 0.4%
5 Consumer Staples 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.87M 0.46%
112,315
+1,920
52
$2.71M 0.43%
26,620
+5,250
53
$2.65M 0.42%
10,780
-57,400
54
$2.54M 0.41%
48,770
-11,380
55
$2.52M 0.4%
50,520
+6,760
56
$2.51M 0.4%
92,950
-90
57
$2.47M 0.4%
49,120
+21,210
58
$2.46M 0.39%
113,130
59
$2.42M 0.39%
113,140
60
$1.8M 0.29%
65,100
+6,550
61
$1.77M 0.28%
67,390
+6,690
62
$1.75M 0.28%
67,390
+6,690
63
$1.66M 0.26%
77,050
+350
64
$1.65M 0.26%
74,900
+450
65
$1.64M 0.26%
32,750
-19,000
66
$1.61M 0.26%
73,800
+350
67
$1.12M 0.18%
12,296
+5,776
68
$1.01M 0.16%
6,158
+2,588
69
$992K 0.16%
8,278
+3,843
70
$956K 0.15%
17,310
+8,040
71
$917K 0.15%
15,327
+7,487
72
$865K 0.14%
8,000
-101,900
73
$771K 0.12%
10,725
+5,085
74
$693K 0.11%
14,100
-1,500
75
$665K 0.11%
4,806
+4,111
1 2
3
4 5