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
$823M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.82M
3
+$4.11M
4
IGHG icon
ProShares Investment Grade-Interest Rate Hedged
IGHG
+$2.52M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$2.48M

Top Sells

1
+$11.5M
2
+$7.33M
3
+$5.52M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$4.82M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.47M

Sector Composition

1 Financials 1.47%
2 Technology 1.46%
3 Consumer Discretionary 1.27%
4 Healthcare 1.02%
5 Energy 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.34M 0.16%
25,854
+464
77
$1.32M 0.16%
12,221
+201
78
$1.32M 0.16%
9,920
+135
79
$1.29M 0.16%
218
+1
80
$1.27M 0.15%
7,423
-8,442
81
$1.26M 0.15%
10,948
+73
82
$1.21M 0.15%
17,313
-32
83
$1.19M 0.14%
+11,800
84
$1.17M 0.14%
54,484
+1,034
85
$1.17M 0.14%
6,975
+100
86
$1.17M 0.14%
17,604
+184
87
$1.17M 0.14%
+6,392
88
$1.16M 0.14%
4,955
+120
89
$1.16M 0.14%
+8,540
90
$1.16M 0.14%
+3,631
91
$1.14M 0.14%
3,435
+55
92
$1.13M 0.14%
23,756
+331
93
$1.11M 0.14%
9,790
+205
94
$1.11M 0.13%
8,412
+187
95
$1.06M 0.13%
50,087
+942
96
$1.04M 0.13%
4,785
+110
97
$1.02M 0.12%
44,472
+827
98
$1.02M 0.12%
+19,818
99
$1.02M 0.12%
+2,366
100
$989K 0.12%
16,804
+353
2 3
4
5 6