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
$965M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$9.54M
3
+$6.39M
4
EMR icon
Emerson Electric
EMR
+$4.44M
5
PLTR icon
Palantir
PLTR
+$4.25M

Top Sells

1
+$8.19M
2
+$6.72M
3
+$6.39M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.72M

Sector Composition

1 Consumer Discretionary 1.92%
2 Industrials 1.77%
3 Technology 1.49%
4 Energy 1.45%
5 Financials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.34M 0.14%
34,065
77
$1.3M 0.13%
70,210
78
$1.28M 0.13%
15,292
+102
79
$1.28M 0.13%
2,225
-10,463
80
$1.16M 0.12%
+12,065
81
$1.15M 0.12%
10,416
-4,026
82
$1.13M 0.12%
2,999
+1
83
$854K 0.09%
+8,703
84
$704K 0.07%
6,590
-3,755
85
$683K 0.07%
+8,718
86
$669K 0.07%
9,403
-5,187
87
$659K 0.07%
49,098
+658
88
$591K 0.06%
4,607
-2,663
89
$551K 0.06%
7,025
90
$487K 0.05%
+2,400
91
$443K 0.05%
11,385
92
$397K 0.04%
4,946
+1,781
93
$391K 0.04%
+1,607
94
$356K 0.04%
+3,450
95
$348K 0.04%
1,080
-3,005
96
$336K 0.03%
4,226
-103,064
97
$318K 0.03%
1,890
-40,005
98
$307K 0.03%
6,325
99
$304K 0.03%
1,280
100
$303K 0.03%
6,720
-300
2 3
4
5 6