We are live on ! Find out more
EC

Estate Counselors Portfolio holdings

AUM $1.12B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$528M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$9.84M
3
+$9.36M
4
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$9.3M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$8.05M

Top Sells

1
+$14.8M
2
+$11.9M
3
+$9.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.28M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$7.64M

Sector Composition

1 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-268,200
1 2 3
4