EPM
Elm Partners Management Portfolio holdings
AUM
$1.72B
This Quarter Return
+5.79%
1 Year Return
+13.13%
3 Year Return
+33.27%
5 Year Return
+55.55%
10 Year Return
–
AUM
$760M
AUM Growth
+$760M
(+8.1%)
Cap. Flow
-$1.49M
Cap. Flow
% of AUM
-0.2%
Top 10 Holdings %
Top 10 Hldgs %
79.44%
Holding
42
New
–
Increased
12
Reduced
19
Closed
–
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$9.7M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$7.76M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$3.07M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$2.46M |
| 5 |
Vanguard FTSE Pacific ETF
VPL
|
$1.56M |
Top Sells
| 1 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
$11.4M |
| 2 |
iShares Gold Trust
IAU
|
$5.63M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$4.98M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.22M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.46M |
