EC

Estate Counselors Portfolio holdings

AUM $965M
This Quarter Return
-1.05%
1 Year Return
+7.29%
3 Year Return
+21.79%
5 Year Return
+72.9%
10 Year Return
+96.01%
AUM
$965M
AUM Growth
+$29.3M
Cap. Flow
+$38.1M
Cap. Flow %
3.95%
Top 10 Hldgs %
74.92%
Holding
129
New
28
Increased
37
Reduced
23
Closed
38
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-960
Closed
-$2.03M
-1,320
Closed
-$2.63M
-10,000
Closed
-$12.6K
-69,690
Closed
-$1.91M
-73,115
Closed
-$6.65M
-4,220
Closed
-$535K
-24,730
Closed
-$3.56M
-3,345
Closed
-$2.04M
-4,400
Closed
-$403K
-3,385
Closed
-$1.93M
-3,195
Closed
-$1.87M
-6,590
Closed
-$656K
-2,620
Closed
-$225K
-10,065
Closed
-$1.71M
-14,690
Closed
-$1.6M
-35,515
Closed
-$2.18M
-9,430
Closed
-$2.18M
-47,231
Closed
-$8.28M
-14,550
Closed
-$1.66M
-12,120
Closed
-$1.06M
-11,852
Closed
-$2.12M
-3,800
Closed
-$1.34M
-2,390
Closed
-$669K
-13,520
Closed
-$1.01M
-5,300
Closed
-$472K