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EC
Estate Counselors Portfolio holdings
AUM
$1.12B
1-Year Est. Return
20.13%
This Fund
S&P 500
1 Year Est. Return
+20.13%
AUM
$1.12B
AUM Growth
-$71.2M
(-6%)
Holding
126
Top Buys
| 1 | +$15.1M | |
| 2 | +$11.1M | |
| 3 | +$10.7M | |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$10.3M |
| 5 |
State Street SPDR Bloomberg Convertible Securities ETF
CWB
|
+$9.04M |
Top Sells
| 1 | +$14.4M | |
| 2 | +$12.8M | |
| 3 | +$11M | |
| 4 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
+$10.7M |
| 5 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$9.5M |
Sector Composition
| 1 | Technology | 1.33% |
| 2 | Financials | 1.14% |
| 3 | Communication Services | 0.53% |
| 4 | Energy | 0.39% |
| 5 | Real Estate | 0.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
GE Vernova
GEV
$244B
| – | – |
-7,296
|
|