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
126
$175K 0.03%
+2,230
127
$144K 0.02%
+1,450
128
$118K 0.02%
+710
129
$79K 0.01%
+1,475
130
$72K 0.01%
1,223
-6,297
131
$70K 0.01%
+1,400
132
$66K 0.01%
+830
133
$61K 0.01%
+141
134
$57K 0.01%
198
-1,582
135
$57K 0.01%
+308
136
$52K 0.01%
+475
137
$52K 0.01%
+602
138
$49K 0.01%
+1,280
139
$47K 0.01%
+591
140
$47K 0.01%
+399
141
$46K 0.01%
+506
142
$45K 0.01%
+612
143
$44K 0.01%
+3,000
144
$21K ﹤0.01%
375
-113,400
145
$16K ﹤0.01%
+98
146
$13K ﹤0.01%
+15,000
147
$8K ﹤0.01%
300
-21,850
148
$8K ﹤0.01%
80
-4,590
149
$7K ﹤0.01%
60
-4,190
150
$5K ﹤0.01%
50
-10,960
3 4 5
6
7