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
$539M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$14.8M
3 +$14.8M
4
IYE icon
iShares US Energy ETF
IYE
+$12M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$9.55M

Sector Composition

1 Financials 0.11%
2 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-17,988