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
$823M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.82M
3
+$4.11M
4
IGHG icon
ProShares Investment Grade-Interest Rate Hedged
IGHG
+$2.52M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$2.48M

Top Sells

1
+$11.5M
2
+$7.33M
3
+$5.52M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$4.82M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.47M

Sector Composition

1 Financials 1.47%
2 Technology 1.46%
3 Consumer Discretionary 1.27%
4 Healthcare 1.02%
5 Energy 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$106K 0.01%
2,384
127
$106K 0.01%
+1,340
128
$104K 0.01%
+2,640
129
$92K 0.01%
275
130
$92K 0.01%
274
131
$89K 0.01%
1,750
132
$88K 0.01%
501
133
$87K 0.01%
555
134
$81K 0.01%
162
135
$79K 0.01%
141
136
$78K 0.01%
308
137
$75K 0.01%
188
138
$73K 0.01%
1,167
139
$73K 0.01%
475
140
$73K 0.01%
3,972
141
$73K 0.01%
318
142
$72K 0.01%
2,800
-20,440
143
$72K 0.01%
2,700
-20,020
144
$70K 0.01%
1,400
-21,220
145
$66K 0.01%
400
146
$66K 0.01%
+723
147
$65K 0.01%
399
148
$64K 0.01%
1,280
149
$64K 0.01%
298
150
$63K 0.01%
405
-2,495
4 5
6
7 8