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
$626M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$23.2M
3
+$16.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$14.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$8.04M

Top Sells

1
+$36.4M
2
+$14.1M
3
+$11.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.4M
5
IBB icon
iShares Biotechnology ETF
IBB
+$11.4M

Sector Composition

1 Technology 1.13%
2 Healthcare 0.74%
3 Financials 0.5%
4 Industrials 0.4%
5 Consumer Staples 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$640K 0.1%
4,850
+140
77
$621K 0.1%
28,038
+12,768
78
$563K 0.09%
5,590
+200
79
$550K 0.09%
3,180
+100
80
$549K 0.09%
2,330
+60
81
$543K 0.09%
4,298
+608
82
$525K 0.08%
55,360
-21,040
83
$523K 0.08%
10,485
+405
84
$522K 0.08%
13,470
+3,980
85
$521K 0.08%
3,370
+120
86
$519K 0.08%
3,510
-730
87
$516K 0.08%
5,920
+230
88
$507K 0.08%
+2,494
89
$503K 0.08%
3,380
+160
90
$489K 0.08%
+2,533
91
$484K 0.08%
3,660
+130
92
$471K 0.08%
+2,075
93
$463K 0.07%
+9,947
94
$459K 0.07%
9,490
+350
95
$458K 0.07%
+6,460
96
$457K 0.07%
11,050
+450
97
$454K 0.07%
8,820
+370
98
$452K 0.07%
+3,280
99
$448K 0.07%
10,110
+1,410
100
$444K 0.07%
+1,507
2 3
4
5 6