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
EOG Resources
EOG
$59B
| – | – |
-362
|
|
||
202
Goldman Sachs
GS
$252B
| – | – |
-28
|
|
||
203
Home Depot
HD
$369B
| – | – |
-140
|
|
||
204
Mastercard
MA
$504B
| – | – |
-62
|
|
||
205
Merck
MRK
$227B
| – | – |
-111
|
|
||
206
Prologis
PLD
$116B
| – | – |
-31
|
|
||
207
Starbucks
SBUX
$99.2B
| – | – |
-67
|
|
||
208
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
| – | – |
-300
|
|
||
209
Warner Bros
WBD
$55B
| – | – |
-178
|
|