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
$528M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$9.85M
3
+$9.58M
4
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$9.55M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$8.31M

Top Sells

1
+$14.8M
2
+$12M
3
+$9.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.74M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$7.64M

Sector Composition

1 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-6,900
1 2 3
4