EC
Estate Counselors Portfolio holdings
AUM
$1.02B
This Quarter Return
+8.37%
1 Year Return
+14.47%
3 Year Return
+43.12%
5 Year Return
+68.9%
10 Year Return
+113.18%
AUM
$810M
AUM Growth
+$810M
(+7.7%)
Cap. Flow
+$9.93M
Cap. Flow
% of AUM
1.23%
Top 10 Holdings %
Top 10 Hldgs %
50.92%
Holding
141
New
17
Increased
35
Reduced
19
Closed
23
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$40.2M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$36.2M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$29.2M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$28.3M |
| 5 |
Vanguard Total Bond Market
BND
|
$24.7M |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$88.6M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$37.4M |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$32.2M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$30.8M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$18.9M |
Sector Composition
| 1 | Energy | 1.92% |
| 2 | Technology | 1.19% |
| 3 | Industrials | 1.19% |
| 4 | Healthcare | 1.13% |
| 5 | Consumer Discretionary | 1% |
