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
$161M
AUM Growth
-$3.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$789K
2
+$271K
3
+$132K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$124K
5
VUG icon
Vanguard Growth ETF
VUG
+$103K

Top Sells

1
+$573K
2
+$559K
3
+$459K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$419K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$394K

Sector Composition

1 Financials 5.65%
2 Technology 5.38%
3 Industrials 3.38%
4 Consumer Discretionary 2.28%
5 Consumer Staples 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
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