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
$626M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$23.2M
3
+$16.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$14.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$8.04M

Top Sells

1
+$36.4M
2
+$14.1M
3
+$11.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.4M
5
IBB icon
iShares Biotechnology ETF
IBB
+$11.4M

Sector Composition

1 Technology 1.13%
2 Healthcare 0.74%
3 Financials 0.5%
4 Industrials 0.4%
5 Consumer Staples 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$435K 0.07%
+18,354
102
$430K 0.07%
+3,064
103
$425K 0.07%
1,590
+50
104
$425K 0.07%
16,820
+2,290
105
$422K 0.07%
+4,495
106
$420K 0.07%
10,150
+100
107
$410K 0.07%
4,210
+160
108
$401K 0.06%
+1,603
109
$401K 0.06%
2,300
+370
110
$401K 0.06%
+10,050
111
$396K 0.06%
+7,750
112
$395K 0.06%
+1,200
113
$391K 0.06%
11,000
-500
114
$388K 0.06%
+1,315
115
$383K 0.06%
+8,580
116
$371K 0.06%
+11,984
117
$364K 0.06%
+229
118
$285K 0.05%
2,960
-490
119
$251K 0.04%
10,850
-3,600
120
$232K 0.04%
4,130
-6,370
121
$223K 0.04%
+7,940
122
$215K 0.03%
+5,700
123
$186K 0.03%
+2,050
124
$185K 0.03%
3,890
-115,510
125
$181K 0.03%
+1,550
3 4
5
6 7