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
-23,290
Closed
-$2.65M
-25,290
Closed
-$2.11M
-12,575
Closed
-$1.65M
-19,830
Closed
-$1.97M