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
$873M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$277M
3
+$3.2M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.14M
5
CVNA icon
Carvana
CVNA
+$2.47M

Top Sells

1
+$79.3M
2
+$60.9M
3
+$52.9M
4
VTV icon
Vanguard Value ETF
VTV
+$40.8M
5
VUG icon
Vanguard Growth ETF
VUG
+$39.4M

Sector Composition

1 Technology 2.52%
2 Energy 1.61%
3 Industrials 1.36%
4 Consumer Discretionary 1.26%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.16%
+13,150
77
$1.43M 0.16%
+10,645
78
$1.32M 0.15%
+180,580
79
$1.31M 0.15%
4,555
-72,447
80
$1.22M 0.14%
+12,140
81
$1.2M 0.14%
14,935
-336,965
82
$1.17M 0.13%
23,355
+98
83
$1.16M 0.13%
33,625
+1,585
84
$1.15M 0.13%
+5,990
85
$1.12M 0.13%
+3,115
86
$1.1M 0.13%
2,181
+50
87
$1.05M 0.12%
10,310
-10,715
88
$1.01M 0.12%
3,006
-12,970
89
$984K 0.11%
10,045
-5,770
90
$908K 0.1%
8,010
91
$788K 0.09%
34,255
+1,445
92
$748K 0.09%
4,417
-26,632
93
$668K 0.08%
48,175
-733,025
94
$577K 0.07%
2,525
-109,445
95
$541K 0.06%
13,680
-328,250
96
$519K 0.06%
6,880
-176,680
97
$499K 0.06%
+5,275
98
$450K 0.05%
2,400
99
$374K 0.04%
+1,435
100
$372K 0.04%
11,385
2 3
4
5 6