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
$560M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$8.98M
3
+$7.03M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$3.69M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.23M

Top Sells

1
+$15.8M
2
+$11.4M
3
+$2.55M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.83M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$1.66M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.44M 0.79%
45,952
-6,591
27
$4.08M 0.73%
76,170
-7,237
28
$3.63M 0.65%
140,384
-24,161
29
$3.45M 0.62%
66,118
-558
30
$2.57M 0.46%
31,436
-490
31
$2.29M 0.41%
33,599
-2,960
32
$1.96M 0.35%
66,363
-3,595
33
$1.55M 0.28%
+22,000
34
$657K 0.12%
+53,688
35
$560K 0.1%
1,817
36
$285K 0.05%
2,533
-264
37
$134K 0.02%
3,357
-7,148
38
$61K 0.01%
2,500
39
$36K 0.01%
2,904
40
$22K ﹤0.01%
+450
41
$13K ﹤0.01%
820
42
$5K ﹤0.01%
41
43
$1K ﹤0.01%
9
44
$1K ﹤0.01%
7
45
$1K ﹤0.01%
8
1
2