EC

Estate Counselors Portfolio holdings

AUM $1.02B
1-Year Est. Return 14.47%
This Quarter Est. Return
1 Year Est. Return
+14.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$965M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$9.54M
3
+$6.39M
4
EMR icon
Emerson Electric
EMR
+$4.44M
5
PLTR icon
Palantir
PLTR
+$4.25M

Top Sells

1
+$8.19M
2
+$6.72M
3
+$6.39M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.72M

Sector Composition

1 Consumer Discretionary 1.92%
2 Industrials 1.77%
3 Technology 1.49%
4 Energy 1.45%
5 Financials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$296M 30.67%
10,882,136
-1,005
2
$289M 29.9%
10,390,985
+12,703
3
$33.9M 3.51%
523,195
+175
4
$22.7M 2.36%
235,991
-19
5
$17.8M 1.85%
162,060
-70
6
$16.2M 1.68%
362,660
-375
7
$15.4M 1.6%
+157,284
8
$14.3M 1.48%
172,017
-253
9
$11.4M 1.19%
141,660
-495
10
$9.54M 0.99%
+53,251
11
$8.91M 0.92%
98,557
-88
12
$8.54M 0.88%
105,127
+3,502
13
$8.54M 0.88%
37,824
-51
14
$8.49M 0.88%
62,676
-49
15
$8.4M 0.87%
109,680
-215
16
$8.31M 0.86%
47,631
+1,966
17
$8.2M 0.85%
87,650
-1,085
18
$8.13M 0.84%
332,505
+1,110
19
$8.13M 0.84%
83,135
-95
20
$7.18M 0.74%
18,694
+1,974
21
$6.93M 0.72%
71,183
+65,608
22
$5.52M 0.57%
148,405
+114,150
23
$5.32M 0.55%
48,605
+40,595
24
$5.27M 0.55%
101,640
25
$5.21M 0.54%
67,934
+144
1
2 3 4 5