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
$823M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.82M
3
+$4.11M
4
IGHG icon
ProShares Investment Grade-Interest Rate Hedged
IGHG
+$2.52M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$2.48M

Top Sells

1
+$11.5M
2
+$7.33M
3
+$5.52M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$4.82M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.47M

Sector Composition

1 Financials 1.47%
2 Technology 1.46%
3 Consumer Discretionary 1.27%
4 Healthcare 1.02%
5 Energy 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.81M 0.22%
62,504
+404
52
$1.76M 0.21%
22,351
+201
53
$1.69M 0.2%
32,300
-425
54
$1.68M 0.2%
+11,967
55
$1.67M 0.2%
42,866
-5,459
56
$1.65M 0.2%
101,217
+1,462
57
$1.64M 0.2%
15,325
+343
58
$1.64M 0.2%
5,445
+60
59
$1.62M 0.2%
23,134
+397
60
$1.6M 0.19%
97,724
+464
61
$1.56M 0.19%
+6,055
62
$1.54M 0.19%
+22,860
63
$1.52M 0.18%
+33,504
64
$1.51M 0.18%
16,239
+424
65
$1.48M 0.18%
+26,376
66
$1.46M 0.18%
16,704
+79
67
$1.45M 0.18%
23,915
-1,140
68
$1.45M 0.18%
+20,110
69
$1.44M 0.17%
4,521
+66
70
$1.4M 0.17%
33,588
+673
71
$1.4M 0.17%
1,850
+9
72
$1.38M 0.17%
29,786
+148
73
$1.38M 0.17%
21,650
74
$1.35M 0.16%
5,440
+100
75
$1.34M 0.16%
8,551
+86
1 2
3
4 5