EA

Elm Advisors Portfolio holdings

AUM $74.1M
1-Year Est. Return 7.85%
This Quarter Est. Return
1 Year Est. Return
+7.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$3.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$466K
2
+$211K
3
+$208K
4
LOW icon
Lowe's Companies
LOW
+$208K
5
JPM icon
JPMorgan Chase
JPM
+$203K

Top Sells

1
+$237K
2
+$214K
3
+$207K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$204K
5
VTV icon
Vanguard Value ETF
VTV
+$181K

Sector Composition

1 Financials 5.62%
2 Technology 4.58%
3 Industrials 3.76%
4 Consumer Staples 2.84%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-7,764
77
– –
-2,000
1 2 3
4