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
$665M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$9.24M
3
+$5M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$4.49M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.26M

Top Sells

1
+$8.33M
2
+$6.84M
3
+$6.74M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$5.59M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.32M

Sector Composition

1 Technology 1.34%
2 Industrials 0.66%
3 Healthcare 0.59%
4 Consumer Staples 0.45%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.3M 0.5%
91,050
-675
52
$3.01M 0.45%
111,055
-2,020
53
$3M 0.45%
113,735
-500
54
$2.64M 0.4%
120,600
+7,470
55
$2.61M 0.39%
123,025
+9,885
56
$2.5M 0.38%
91,200
-1,750
57
$1.74M 0.26%
25,595
-26,550
58
$1.4M 0.21%
+9,935
59
$1.37M 0.21%
39,498
+8,042
60
$1.3M 0.2%
9,836
-1,556
61
$1.17M 0.18%
6,428
+1,692
62
$1.16M 0.17%
5,000
+1,610
63
$1.14M 0.17%
13,255
+4,520
64
$1.14M 0.17%
6,468
-1,583
65
$1.14M 0.17%
7,910
+3,060
66
$1.11M 0.17%
16,760
+6,560
67
$1.09M 0.16%
14,440
+5,520
68
$1.08M 0.16%
12,500
-20,900
69
$1.05M 0.16%
16,190
-1,145
70
$1.03M 0.16%
4,550
+1,730
71
$1.03M 0.16%
6,113
+2,307
72
$1M 0.15%
17,385
+6,900
73
$985K 0.15%
+19,600
74
$977K 0.15%
15,720
+6,130
75
$968K 0.15%
18,200
+7,150
1 2
3
4 5