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
$644M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$10.6M
3
+$6.11M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.35M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$4.75M

Top Sells

1
+$11.7M
2
+$9.64M
3
+$7.53M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$7.23M
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$6.03M

Sector Composition

1 Technology 1.15%
2 Healthcare 0.64%
3 Financials 0.63%
4 Consumer Staples 0.49%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$568K 0.09%
12,280
+11,000
77
$563K 0.09%
3,806
-2,352
78
$558K 0.09%
13,000
+2,000
79
$544K 0.08%
5,615
+25
80
$536K 0.08%
2,681
+148
81
$531K 0.08%
7,240
+780
82
$526K 0.08%
6,642
+6,030
83
$523K 0.08%
1,679
+172
84
$519K 0.08%
+8,735
85
$510K 0.08%
3,680
+20
86
$506K 0.08%
+8,200
87
$505K 0.08%
+3,280
88
$504K 0.08%
3,388
+324
89
$500K 0.08%
20,738
+2,384
90
$499K 0.08%
16,870
+50
91
$496K 0.08%
11,050
92
$488K 0.08%
3,395
+25
93
$486K 0.08%
5,050
+555
94
$486K 0.08%
3,530
+20
95
$472K 0.07%
9,590
+100
96
$469K 0.07%
10,050
97
$462K 0.07%
1,630
+40
98
$447K 0.07%
10,200
+90
99
$445K 0.07%
1,603
100
$445K 0.07%
1,315
2 3
4
5 6