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
$103M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$334K
2
+$277K
3
+$214K
4
GIS icon
General Mills
GIS
+$214K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$195K

Top Sells

1
+$366K
2
+$270K
3
+$217K
4
WFC icon
Wells Fargo
WFC
+$204K
5
BP icon
BP
BP
+$203K

Sector Composition

1 Financials 4.9%
2 Technology 4.11%
3 Industrials 3.73%
4 Consumer Staples 3.18%
5 Consumer Discretionary 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-7,090
77
– –
-3,760
1 2 3
4