Asset Manager
← All Institutions
Estate Counselors, LLC
Market Value
$0
-100.0%
Holdings
90
-18
New Purchases
0
Added To
0
Closed
90
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 13 | $0 | 0% |
| Large Cap | 61 | $0 | 0% |
| Mid Cap | 11 | $0 | 0% |
| Small Cap | 5 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$223.7B
Median Market Cap
$38.7B
Avg P/E
57.5
Median P/E
32.8
Avg Dividend Yield
0.01%
Avg Beta
1.11
# Stocks
29
# ETFs / Funds
61
Top Holdings (90 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | COHR | —% | — | — | — | -$4M | -20,448 | -100.0% | SOLD |
| 2 | SHV | —% | — | — | — | -$8M | -71,420 | -100.0% | SOLD |
| 3 | GM | —% | — | — | — | -$6M | -74,960 | -100.0% | SOLD |
| 4 | PFE | —% | — | — | — | -$374K | -15,000 | -100.0% | SOLD |
| 5 | GEV | —% | — | — | — | -$5M | -7,296 | -100.0% | SOLD |
| 6 | OVV | —% | — | — | — | -$3M | -74,412 | -100.0% | SOLD |
| 7 | CIEN | —% | — | — | — | -$4M | -18,798 | -100.0% | SOLD |
| 8 | CI | —% | — | — | — | -$4M | -13,678 | -100.0% | SOLD |
| 9 | RNR | —% | — | — | — | -$3M | -10,479 | -100.0% | SOLD |
| 10 | NEM | —% | — | — | — | -$5M | -49,605 | -100.0% | SOLD |
| 11 | APH | —% | — | — | — | -$4M | -30,935 | -100.0% | SOLD |
| 12 | DFEV | —% | — | — | — | -$6M | -184,115 | -100.0% | SOLD |
| 13 | VPL | —% | — | — | — | -$637K | -7,045 | -100.0% | SOLD |
| 14 | EMXC | —% | — | — | — | -$546K | -7,510 | -100.0% | SOLD |
| 15 | HOOD | —% | — | — | — | -$6M | -49,317 | -100.0% | SOLD |
| 16 | CRDO | —% | — | — | — | -$3M | -17,500 | -100.0% | SOLD |
| 17 | DFIC | —% | — | — | — | -$6M | -166,455 | -100.0% | SOLD |
| 18 | ESGU | —% | — | — | — | -$551K | -3,700 | -100.0% | SOLD |
| 19 | BND | —% | — | — | — | -$15M | -200,440 | -100.0% | SOLD |
| 20 | MBB | —% | — | — | — | -$11M | -116,565 | -100.0% | SOLD |
| 21 | MTUM | —% | — | — | — | -$601K | -2,400 | -100.0% | SOLD |
| 22 | FMBH | —% | — | — | — | -$444K | -11,385 | -100.0% | SOLD |
| 23 | IEF | —% | — | — | — | -$11M | -116,190 | -100.0% | SOLD |
| 24 | M | —% | — | — | — | -$4M | -168,713 | -100.0% | SOLD |
| 25 | MU | —% | — | — | — | -$4M | -12,520 | -100.0% | SOLD |
| 26 | BSV | —% | — | — | — | -$8M | -105,311 | -100.0% | SOLD |
| 27 | HYG | —% | — | — | — | -$216K | -2,675 | -100.0% | SOLD |
| 28 | FUTY | —% | — | — | — | -$4M | -72,975 | -100.0% | SOLD |
| 29 | LITE | —% | — | — | — | -$4M | -11,500 | -100.0% | SOLD |
| 30 | MGK | —% | — | — | — | -$341K | -825 | -100.0% | SOLD |
| 31 | VGSH | —% | — | — | — | -$9M | -147,532 | -100.0% | SOLD |
| 32 | VTI | —% | — | — | — | -$14M | -41,486 | -100.0% | SOLD |
| 33 | VGK | —% | — | — | — | -$592K | -7,080 | -100.0% | SOLD |
| 34 | VTV | —% | — | — | — | -$903K | -4,728 | -100.0% | SOLD |
| 35 | ELAN | —% | — | — | — | -$5M | -210,633 | -100.0% | SOLD |
| 36 | XLF | —% | — | — | — | -$5M | -88,635 | -100.0% | SOLD |
| 37 | XLY | —% | — | — | — | -$10M | -85,610 | -100.0% | SOLD |
| 38 | BIV | —% | — | — | — | -$974K | -12,500 | -100.0% | SOLD |
| 39 | CMCSA | —% | — | — | — | -$3M | -89,500 | -100.0% | SOLD |
| 40 | EFAV | —% | — | — | — | -$6M | -68,766 | -100.0% | SOLD |
| 41 | EAGG | —% | — | — | — | -$470K | -9,825 | -100.0% | SOLD |
| 42 | VFH | —% | — | — | — | -$11M | -82,403 | -100.0% | SOLD |
| 43 | TLT | —% | — | — | — | -$386K | -4,425 | -100.0% | SOLD |
| 44 | SPY | —% | — | — | — | -$1M | -1,510 | -100.0% | SOLD |
| 45 | XLV | —% | — | — | — | -$16M | -105,633 | -100.0% | SOLD |
| 46 | AVDV | —% | — | — | — | -$6M | -68,510 | -100.0% | SOLD |
| 47 | WDC | —% | — | — | — | -$4M | -25,587 | -100.0% | SOLD |
| 48 | XLC | —% | — | — | — | -$10M | -83,221 | -100.0% | SOLD |
| 49 | WBD | —% | — | — | — | -$2M | -75,852 | -100.0% | SOLD |
| 50 | XLRE | —% | — | — | — | -$204K | -5,055 | -100.0% | SOLD |
| 51 | VUG | —% | — | — | — | -$7M | -14,191 | -100.0% | SOLD |
| 52 | DFIV | —% | — | — | — | -$6M | -116,640 | -100.0% | SOLD |
| 53 | EMB | —% | — | — | — | -$11M | -112,530 | -100.0% | SOLD |
| 54 | AVGO | —% | — | — | — | -$5M | -13,711 | -100.0% | SOLD |
| 55 | ESGV | —% | — | — | — | -$481K | -3,975 | -100.0% | SOLD |
| 56 | GOOGL | —% | — | — | — | -$244K | -780 | -100.0% | SOLD |
| 57 | DBMF | —% | — | — | — | -$333K | -11,850 | -100.0% | SOLD |
| 58 | XLE | —% | — | — | — | -$2M | -41,420 | -100.0% | SOLD |
| 59 | FNDF | —% | — | — | — | -$6M | -125,025 | -100.0% | SOLD |
| 60 | QQQ | —% | — | — | — | -$8M | -12,280 | -100.0% | SOLD |
| 61 | NVDA | —% | — | — | — | -$925K | -4,960 | -100.0% | SOLD |
| 62 | NULG | —% | — | — | — | -$485K | -4,960 | -100.0% | SOLD |
| 63 | NXT | —% | — | — | — | -$5M | -62,622 | -100.0% | SOLD |
| 64 | VDE | —% | — | — | — | -$14M | -113,420 | -100.0% | SOLD |
| 65 | VCIT | —% | — | — | — | -$1M | -17,786 | -100.0% | SOLD |
| 66 | STX | —% | — | — | — | -$3M | -10,834 | -100.0% | SOLD |
| 67 | VWO | —% | — | — | — | -$633K | -11,780 | -100.0% | SOLD |
| 68 | XLK | —% | — | — | — | -$15M | -107,575 | -100.0% | SOLD |
| 69 | COPX | —% | — | — | — | -$273K | -3,800 | -100.0% | SOLD |
| 70 | CWB | —% | — | — | — | -$12M | -133,300 | -100.0% | SOLD |
| 71 | XLB | —% | — | — | — | -$16M | -350,837 | -100.0% | SOLD |
| 72 | FIX | —% | — | — | — | -$5M | -4,918 | -100.0% | SOLD |
| 73 | SPMD | —% | — | — | — | -$281K | -4,860 | -100.0% | SOLD |
| 74 | IWF | —% | — | — | — | -$7M | -13,756 | -100.0% | SOLD |
| 75 | PLTR | —% | — | — | — | -$6M | -33,600 | -100.0% | SOLD |
| 76 | PDBC | —% | — | — | — | -$383K | -28,920 | -100.0% | SOLD |
| 77 | TLH | —% | — | — | — | -$12M | -117,565 | -100.0% | SOLD |
| 78 | SOFI | —% | — | — | — | -$4M | -146,868 | -100.0% | SOLD |
| 79 | VCLT | —% | — | — | — | -$11M | -141,405 | -100.0% | SOLD |
| 80 | GLD | —% | — | — | — | -$8M | -20,115 | -100.0% | SOLD |
| 81 | CVNA | —% | — | — | — | -$4M | -9,553 | -100.0% | SOLD |
| 82 | VYM | —% | — | — | — | -$371K | -2,585 | -100.0% | SOLD |
| 83 | VCSH | —% | — | — | — | -$334K | -4,195 | -100.0% | SOLD |
| 84 | XLU | —% | — | — | — | -$5M | -123,344 | -100.0% | SOLD |
| 85 | VXUS | —% | — | — | — | -$40M | -527,003 | -100.0% | SOLD |
| 86 | XLI | —% | — | — | — | -$9M | -60,770 | -100.0% | SOLD |
| 87 | XLP | —% | — | — | — | -$16M | -201,067 | -100.0% | SOLD |
| 88 | TBFC | —% | — | — | — | -$345M | -12,264,277 | -100.0% | SOLD |
| 89 | TBFG | —% | — | — | — | -$370M | -12,380,359 | -100.0% | SOLD |
| 90 | SPLG | —% | — | — | — | -$1M | -13,208 | -100.0% | SOLD |