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
$374M
AUM Growth
+$83.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$14.7M
3
+$13.4M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$8.48M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.91M

Top Sells

1
+$47.6M
2
+$24M
3
+$79.6K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$34.9K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$22.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.32M 1.16%
67,115
-1,236
27
$2.77M 0.74%
+43,000
28
$2.24M 0.6%
40,898
+18,705
29
$2.12M 0.57%
76,590
+3,648
30
$1.42M 0.38%
11,457
-147
31
$610K 0.16%
+10,000
32
$610K 0.16%
7,053
+2,072
33
$439K 0.12%
13,599
-707
34
$361K 0.1%
3,191
+3,101
35
$130K 0.03%
5,000
+2,500
36
$33K 0.01%
+2,904
37
$23K 0.01%
+450
38
$18K ﹤0.01%
+1,032
1
2