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
$644M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$10.6M
3
+$6.11M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.35M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$4.75M

Top Sells

1
+$11.7M
2
+$9.64M
3
+$7.53M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$7.23M
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$6.03M

Sector Composition

1 Technology 1.15%
2 Healthcare 0.64%
3 Financials 0.63%
4 Consumer Staples 0.49%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
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