EPM
Elm Partners Management Portfolio holdings
AUM
$1.72B
1-Year Return
13.13%
This Quarter Return
+15.18%
1 Year Return
+13.13%
3 Year Return
+33.27%
5 Year Return
+55.55%
10 Year Return
–
AUM
$560M
AUM Growth
+$106M
(+23%)
Cap. Flow
+$42.7M
Cap. Flow
% of AUM
7.62%
Top 10 Holdings %
Top 10 Hldgs %
67.87%
Holding
45
New
4
Increased
13
Reduced
20
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$42.7M |
| 2 |
Schwab US REIT ETF
SCHH
|
$8.98M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$7.03M |
| 4 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
$3.69M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.23M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$15.8M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$11.4M |
| 3 |
iShares Gold Trust
IAU
|
$2.55M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.83M |
| 5 |
iShares Core MSCI Europe ETF
IEUR
|
$1.66M |
