EC
Estate Counselors Portfolio holdings
AUM
$1.02B
1-Year Return
14.47%
This Quarter Return
+4.8%
1 Year Return
+14.47%
3 Year Return
+43.12%
5 Year Return
+68.9%
10 Year Return
+113.18%
AUM
$763M
AUM Growth
+$80.7M
(+12%)
Cap. Flow
-$323M
Cap. Flow
% of AUM
-42.35%
Top 10 Holdings %
Top 10 Hldgs %
40.19%
Holding
175
New
9
Increased
93
Reduced
27
Closed
7
Top Buys
| 1 |
Vanguard Mid-Cap Value ETF
VOE
|
+$23.5M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
+$20.6M |
| 3 |
Vanguard Small-Cap ETF
VB
|
+$18M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$14.9M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$13M |
Top Sells
| 1 |
Amazon
AMZN
|
+$374M |
| 2 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$10.4M |
| 3 |
iShares US Real Estate ETF
IYR
|
+$9.02M |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$8.85M |
| 5 |
Vanguard Total Bond Market
BND
|
+$8.69M |
Sector Composition
| 1 | Consumer Discretionary | 1.4% |
| 2 | Financials | 1.29% |
| 3 | Technology | 1.19% |
| 4 | Healthcare | 1.01% |
| 5 | Communication Services | 0.88% |
