EC
Estate Counselors Portfolio holdings
AUM
$1.02B
This Quarter Return
-1.27%
1 Year Return
+14.47%
3 Year Return
+43.12%
5 Year Return
+68.9%
10 Year Return
+113.18%
AUM
$198M
AUM Growth
–
Cap. Flow
+$198M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.38%
Holding
57
New
57
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$13.7M |
| 2 |
Invesco QQQ Trust
QQQ
|
$13.3M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$12.5M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$12.3M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$10.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 0.18% |
| 2 | Financials | 0.15% |
| 3 | Energy | 0.06% |
