EA

Elm Advisors Portfolio holdings

AUM $74.1M
1-Year Est. Return 7.85%
This Fund
S&P 500
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 +$205K
2 +$204K
3 +$198K
4
VTV icon
Vanguard Value ETF
VTV
+$197K
5
EPC icon
Edgewell Personal Care
EPC
+$194K

Sector Composition

1 Financials 5.26%
2 Technology 3.89%
3 Industrials 3.87%
4 Consumer Staples 2.93%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,050
77
-2,230