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
$873M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$277M
3
+$3.2M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.14M
5
CVNA icon
Carvana
CVNA
+$2.47M

Top Sells

1
+$79.3M
2
+$60.9M
3
+$52.9M
4
VTV icon
Vanguard Value ETF
VTV
+$40.8M
5
VUG icon
Vanguard Growth ETF
VUG
+$39.4M

Sector Composition

1 Technology 2.52%
2 Energy 1.61%
3 Industrials 1.36%
4 Consumer Discretionary 1.26%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.83M 0.21%
+35,275
52
$1.83M 0.21%
3,405
53
$1.77M 0.2%
14,690
-8,370
54
$1.76M 0.2%
+19,860
55
$1.76M 0.2%
+13,350
56
$1.69M 0.19%
+35,355
57
$1.69M 0.19%
10,130
+5,120
58
$1.67M 0.19%
+2,143
59
$1.64M 0.19%
+3,360
60
$1.63M 0.19%
+99,700
61
$1.63M 0.19%
+25,360
62
$1.62M 0.19%
+26,180
63
$1.6M 0.18%
+133,445
64
$1.59M 0.18%
19,595
+215
65
$1.58M 0.18%
14,273
-177,244
66
$1.57M 0.18%
+22,895
67
$1.57M 0.18%
3,240
-1,675
68
$1.57M 0.18%
960
69
$1.57M 0.18%
+70,000
70
$1.55M 0.18%
+34,215
71
$1.55M 0.18%
+41,645
72
$1.53M 0.18%
+12,575
73
$1.53M 0.18%
13,598
-9,280
74
$1.51M 0.17%
+70,210
75
$1.49M 0.17%
+19,315
1 2
3
4 5