EC
Estate Counselors Portfolio holdings
AUM
$1.02B
This Quarter Return
+4.06%
1 Year Return
+14.47%
3 Year Return
+43.12%
5 Year Return
+68.9%
10 Year Return
+113.18%
AUM
$225M
AUM Growth
+$225M
(+4.2%)
Cap. Flow
-$3.37M
Cap. Flow
% of AUM
-1.5%
Top 10 Holdings %
Top 10 Hldgs %
56.09%
Holding
57
New
3
Increased
13
Reduced
25
Closed
4
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$6.8M |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$3.19M |
| 3 |
iShares Gold Trust
IAU
|
$3.15M |
| 4 |
iShares MBS ETF
MBB
|
$1.63M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.04M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.85M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$3.89M |
| 3 |
SPDR Gold Trust
GLD
|
$3.08M |
| 4 |
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
$1.59M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$1.31M |
Sector Composition
| 1 | Consumer Staples | 0.18% |
| 2 | Financials | 0.15% |
| 3 | Energy | 0.06% |
