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
$965M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$18.3M
3
+$12.7M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$9.36M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$9.1M

Top Sells

1
+$32.3M
2
+$8.28M
3
+$8.06M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$6.65M
5
CVNA icon
Carvana
CVNA
+$5.59M

Sector Composition

1 Technology 2.91%
2 Industrials 1.66%
3 Financials 1.46%
4 Healthcare 1.31%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-23,290
127
– –
-25,290
128
– –
-12,575
129
– –
-19,830
2 3 4 5
6