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
$665M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$9.24M
3
+$5M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$4.49M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.26M

Top Sells

1
+$8.33M
2
+$6.84M
3
+$6.74M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$5.59M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.32M

Sector Composition

1 Technology 1.34%
2 Industrials 0.66%
3 Healthcare 0.59%
4 Consumer Staples 0.45%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$959K 0.14%
9,610
+3,690
77
$954K 0.14%
6,430
+2,750
78
$938K 0.14%
4,080
+1,740
79
$928K 0.14%
9,490
+3,875
80
$877K 0.13%
6,250
+2,855
81
$866K 0.13%
14,730
+6,530
82
$866K 0.13%
25,290
+8,420
83
$861K 0.13%
+3,400
84
$858K 0.13%
6,595
+3,065
85
$848K 0.13%
9,990
-3,275
86
$805K 0.12%
15,750
-17,000
87
$799K 0.12%
3,265
+1,635
88
$636K 0.1%
+17,385
89
$579K 0.09%
2,102,400
+2,098,720
90
$575K 0.09%
+9,170
91
$555K 0.08%
4,210
92
$518K 0.08%
4,050
-6,250
93
$483K 0.07%
10,500
-2,500
94
$457K 0.07%
7,600
-5,500
95
$303K 0.05%
4,185
-1,385
96
$294K 0.04%
6,100
-9,400
97
$292K 0.04%
9,920
-3,930
98
$264K 0.04%
9,700
-2,450
99
$218K 0.03%
5,765
-2,075
100
$217K 0.03%
+2,050
2 3
4
5 6