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
$108M
AUM Growth
-$1.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$208K
2 +$201K
3 +$200K
4
EPC icon
Edgewell Personal Care
EPC
+$200K
5
VTV icon
Vanguard Value ETF
VTV
+$196K

Top Sells

1 +$974K
2 +$338K
3 +$304K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$296K
5
VV icon
Vanguard Large-Cap ETF
VV
+$282K

Sector Composition

1 Financials 5.26%
2 Technology 4.05%
3 Industrials 3.72%
4 Consumer Staples 2.93%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,230
77
-3,246