1L
10Elms LLP Portfolio holdings
AUM
$111M
1-Year Est. Return
9.44%
1 Year Est. Return
+9.44%
AUM
$105M
AUM Growth
+$5.57M
(+5.6%)
Holding
542
Top Buys
| 1 | +$245K | |
| 2 | +$243K | |
| 3 | +$166K | |
| 4 |
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
|
+$152K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$150K |
Top Sells
| 1 | +$553K | |
| 2 | +$181K | |
| 3 | +$114K | |
| 4 |
Bristol-Myers Squibb
BMY
|
+$92.3K |
| 5 |
Vanguard Value ETF
VTV
|
+$88.4K |
Sector Composition
| 1 | Financials | 2.63% |
| 2 | Energy | 1.47% |
| 3 | Technology | 0.92% |
| 4 | Consumer Discretionary | 0.89% |
| 5 | Communication Services | 0.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Danaher
DHR
$167B
| – | – |
-33
|
|
||
202
Dimensional Global Credit ETF
DGCB
$828M
| – | – |
-350
|
|
||
203
Dimensional US Equity ETF
DFUS
$18.5B
| – | – |
-1,380
|
|
||
|
DFS
204
DELISTED
Discover Financial Services
DFS
| – | – |
-31
|
|
||
205
Dimensional Emerging Core Equity Market ETF
DFAE
$7.77B
| – | – |
-1,500
|
|
||
206
Cisco
CSCO
$297B
| – | – |
-280
|
|
||
207
Colgate-Palmolive
CL
$68.1B
| – | – |
-269
|
|
||
|
208
Bristol-Myers Squibb
BMY
$112B
| – | – |
-1,514
|
|
||
209
Accenture
ACN
$176B
| – | – |
-50
|
|