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
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$18.3M
3
+$12.7M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$9.36M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$9.1M

Top Sells

1
+$32.3M
2
+$8.28M
3
+$8.06M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$6.65M
5
CVNA icon
Carvana
CVNA
+$5.59M

Sector Composition

1 Technology 2.71%
2 Industrials 1.66%
3 Financials 1.65%
4 Healthcare 1.31%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.88M 0.3%
15,990
+225
52
$2.48M 0.26%
21,090
+160
53
$2.48M 0.26%
35,860
+505
54
$2.21M 0.23%
37,942
-10,395
55
$1.91M 0.2%
42,175
+600
56
$1.76M 0.18%
4,754
-14,383
57
$1.69M 0.18%
28,845
-12,104
58
$1.64M 0.17%
64,046
+1,840
59
$1.62M 0.17%
20,636
+705
60
$1.5M 0.16%
9,315
-29,552
61
$1.47M 0.15%
63,454
+2,095
62
$1.36M 0.14%
+4,730
63
$1.25M 0.13%
4,045
-210
64
$1.09M 0.11%
+9,800
65
$1.02M 0.11%
12,486
-2,571
66
$954K 0.1%
+7,400
67
$925K 0.1%
2,561
-425
68
$870K 0.09%
8,317
-33,376
69
$863K 0.09%
3,890
+760
70
$793K 0.08%
+14,575
71
$728K 0.08%
+11,075
72
$720K 0.07%
+1,535
73
$596K 0.06%
7,561
+305
74
$538K 0.06%
4,960
-22,900
75
$531K 0.06%
6,930
-95
1 2
3
4 5