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
$715M
AUM Growth
+$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$20.6M
3
+$19.8M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$16M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$10.6M

Top Sells

1
+$38.7M
2
+$18.1M
3
+$17.9M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$17.3M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$16.1M

Sector Composition

1 Energy 2.03%
2 Financials 1.82%
3 Healthcare 1.51%
4 Consumer Discretionary 0.83%
5 Materials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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