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
$965M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$9.54M
3
+$6.39M
4
EMR icon
Emerson Electric
EMR
+$4.44M
5
PLTR icon
Palantir
PLTR
+$4.25M

Top Sells

1
+$8.19M
2
+$6.72M
3
+$6.39M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.72M

Sector Composition

1 Consumer Discretionary 1.92%
2 Industrials 1.77%
3 Technology 1.49%
4 Energy 1.45%
5 Financials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.83M 0.19%
3,195
-25
52
$1.83M 0.19%
+26,875
53
$1.81M 0.19%
985
+25
54
$1.79M 0.19%
+10,785
55
$1.78M 0.18%
35,515
56
$1.78M 0.18%
13,525
+910
57
$1.78M 0.18%
10,065
58
$1.77M 0.18%
23,638
+7,083
59
$1.77M 0.18%
11,962
-5,890
60
$1.74M 0.18%
10,710
61
$1.7M 0.18%
13,598
62
$1.7M 0.18%
41,575
63
$1.67M 0.17%
3,385
64
$1.67M 0.17%
9,430
+185
65
$1.65M 0.17%
29,400
66
$1.64M 0.17%
62,185
-115
67
$1.63M 0.17%
19,830
68
$1.57M 0.16%
7,115
+285
69
$1.57M 0.16%
19,931
-10,679
70
$1.48M 0.15%
+8,330
71
$1.45M 0.15%
129,515
-745
72
$1.45M 0.15%
10,735
73
$1.44M 0.15%
61,241
+91
74
$1.35M 0.14%
12,575
75
$1.35M 0.14%
35,110
1 2
3
4 5