EPM
Elm Partners Management Portfolio holdings
AUM
$1.72B
This Quarter Return
+1.67%
1 Year Return
+13.13%
3 Year Return
+33.27%
5 Year Return
+55.55%
10 Year Return
–
AUM
$447M
AUM Growth
+$73.1M
(+20%)
Cap. Flow
+$67.1M
Cap. Flow
% of AUM
15.02%
Top 10 Holdings %
Top 10 Hldgs %
67.64%
Holding
41
New
3
Increased
18
Reduced
14
Closed
1
Top Buys
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$19.4M |
| 2 |
Vanguard Total Bond Market
BND
|
$18.1M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$10.5M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$10M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$7.37M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$7.84M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$3.31M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.62M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.39M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$935K |
