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
$665M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$9.24M
3
+$5M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$4.49M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.26M

Top Sells

1
+$8.33M
2
+$6.84M
3
+$6.74M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$5.59M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.32M

Sector Composition

1 Technology 1.34%
2 Industrials 0.66%
3 Healthcare 0.59%
4 Consumer Staples 0.45%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$196K 0.03%
+8,650
102
$188K 0.03%
+3,030
103
$171K 0.03%
1,400
-1,550
104
$151K 0.02%
+5,850
105
$127K 0.02%
9,760
-46,960
106
$103K 0.02%
5,300
+2,020
107
$96K 0.01%
+1,405
108
$94K 0.01%
3,200
-4,680
109
$90K 0.01%
+1,223
110
$86K 0.01%
+475
111
$85K 0.01%
+930
112
$80K 0.01%
+830
113
$75K 0.01%
275
-2,075
114
$72K 0.01%
2,384
-18,354
115
$71K 0.01%
+141
116
$71K 0.01%
555
-4,495
117
$69K 0.01%
+188
118
$69K 0.01%
+308
119
$68K 0.01%
780
-6,460
120
$67K 0.01%
1,280
-11,000
121
$65K 0.01%
298
-2,383
122
$61K 0.01%
274
-2,494
123
$59K 0.01%
+506
124
$57K 0.01%
162
-1,517
125
$56K 0.01%
+399
2 3 4
5
6