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
$553M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11M
3
+$9.04M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$8.76M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.47M

Top Sells

1
+$13.5M
2
+$10.2M
3
+$8.74M
4
VT icon
Vanguard Total World Stock ETF
VT
+$7.08M
5
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$6.28M

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.6M 8.44%
160,360
+5,950
2
$36.9M 6.67%
218,730
+3,160
3
$26.6M 4.81%
240,020
+5,860
4
$24.7M 4.47%
67,190
+590
5
$23.8M 4.31%
297,760
+5,480
6
$20.8M 3.77%
264,700
+140,275
7
$16.7M 3.03%
90,010
-1,070
8
$16.2M 2.93%
150,050
+335
9
$15.8M 2.87%
574,550
-168,320
10
$15.4M 2.8%
212,190
+3,040
11
$15.1M 2.73%
225,720
+1,040
12
$14.8M 2.67%
414,420
+21,690
13
$14.6M 2.64%
355,690
+21,190
14
$14.5M 2.63%
119,100
+42,210
15
$14.5M 2.62%
265,480
+108,990
16
$14.4M 2.61%
121,390
+2,060
17
$13.2M 2.39%
315,000
+800
18
$12.7M 2.3%
+256,070
19
$12.2M 2.21%
659,110
+304,160
20
$11.3M 2.05%
261,200
-135,660
21
$10.8M 1.96%
181,310
+3,120
22
$10.2M 1.84%
191,670
+165,030
23
$9.95M 1.8%
349,550
+6,500
24
$9.04M 1.64%
+103,960
25
$8.87M 1.61%
164,450
+3,950
1
2 3