EC
Estate Counselors Portfolio holdings
AUM
$1.16B
1-Year Est. Return
15.45%
1 Year Est. Return
+15.45%
AUM
$1.02B
AUM Growth
+$52.5M
(+5.4%)
Holding
128
Top Buys
| 1 | +$32.8M | |
| 2 | +$15.3M | |
| 3 | +$13M | |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$12.2M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$9.87M |
Top Sells
| 1 | +$31.5M | |
| 2 | +$14.3M | |
| 3 | +$13M | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$9.69M |
| 5 |
State Street SPDR Bloomberg Convertible Securities ETF
CWB
|
+$9.31M |
Sector Composition
| 1 | Technology | 2.17% |
| 2 | Industrials | 1.82% |
| 3 | Consumer Discretionary | 1.01% |
| 4 | Financials | 0.88% |
| 5 | Communication Services | 0.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Invesco Variable Rate Preferred ETF
VRP
$2.22B
| – | – |
-378,990
|
|
||
127
Vistra
VST
$64.7B
| – | – |
-21,090
|
|
||
128
Vanguard High Dividend Yield ETF
VYM
$64.9B
| – | – |
-7,400
|
|