EC

Estate Counselors Portfolio holdings

AUM $1.02B
1-Year Est. Return 14.47%
This Quarter Est. Return
1 Year Est. Return
+14.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$965M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$15.4M
2 +$9.54M
3 +$6.39M
4
EMR icon
Emerson Electric
EMR
+$4.44M
5
PLTR icon
Palantir
PLTR
+$4.25M

Top Sells

1 +$8.19M
2 +$6.72M
3 +$6.39M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.72M

Sector Composition

1 Consumer Discretionary 1.92%
2 Industrials 1.77%
3 Technology 1.49%
4 Energy 1.45%
5 Financials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-19,315