EPM
Elm Partners Management Portfolio holdings
AUM
$1.72B
1-Year Return
13.13%
This Quarter Return
+4.97%
1 Year Return
+13.13%
3 Year Return
+33.27%
5 Year Return
+55.55%
10 Year Return
–
AUM
$703M
AUM Growth
+$33.9M
(+5.1%)
Cap. Flow
+$3.98M
Cap. Flow
% of AUM
0.57%
Top 10 Holdings %
Top 10 Hldgs %
77.67%
Holding
42
New
1
Increased
13
Reduced
20
Closed
–
Top Buys
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$13.3M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$10.9M |
| 3 |
Vanguard FTSE Pacific ETF
VPL
|
$7.08M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$6.46M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$4.65M |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$15.7M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$6.31M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$5.75M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$4.98M |
| 5 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$4.97M |
