EPM

Elm Partners Management Portfolio holdings

AUM $1.99B
1-Year Est. Return 12.2%
This Quarter Est. Return
1 Year Est. Return
+12.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$81.8M
2
+$45M
3
+$27.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$19.4M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$15.7M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$649K 0.22%
+5,960
27
$414K 0.14%
+14,306
28
$404K 0.14%
+4,981
29
$59K 0.02%
+2,500
30
$10K ﹤0.01%
+90
31
$0 ﹤0.01%
+1
1
2