EC
Estate Counselors Portfolio holdings
AUM
$1.02B
1-Year Return
14.47%
This Quarter Return
+3.44%
1 Year Return
+14.47%
3 Year Return
+43.12%
5 Year Return
+68.9%
10 Year Return
+113.18%
AUM
$789M
AUM Growth
+$32.7M
(+4.3%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
1.38%
Top 10 Holdings %
Top 10 Hldgs %
44.79%
Holding
137
New
11
Increased
35
Reduced
32
Closed
12
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$23.7M |
| 2 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
+$22.2M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$21.7M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$21.3M |
| 5 |
Vanguard Value ETF
VTV
|
+$19.5M |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$49.6M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$22.1M |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
+$19.2M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$18.5M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$9.99M |
Sector Composition
| 1 | Energy | 1.63% |
| 2 | Healthcare | 1.48% |
| 3 | Financials | 1.07% |
| 4 | Consumer Discretionary | 0.99% |
| 5 | Industrials | 0.96% |
