EPM
Elm Partners Management Portfolio holdings
AUM
$1.72B
This Quarter Return
+12.96%
1 Year Return
+13.13%
3 Year Return
+33.27%
5 Year Return
+55.55%
10 Year Return
–
AUM
$669M
AUM Growth
+$74.6M
(+13%)
Cap. Flow
-$793K
Cap. Flow
% of AUM
-0.12%
Top 10 Holdings %
Top 10 Hldgs %
72.71%
Holding
43
New
1
Increased
9
Reduced
25
Closed
2
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$3.5M |
| 2 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$3.04M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$2.22M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$1.72M |
| 5 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
$1.64M |
Top Sells
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$2.05M |
| 2 |
Vanguard Total Bond Market
BND
|
$2M |
| 3 |
iShares Gold Trust
IAU
|
$1.54M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.31M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.3M |
