EPM

Elm Partners Management Portfolio holdings

AUM $1.72B
1-Year Est. Return 13.13%
This Quarter Est. Return
1 Year Est. Return
+13.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$760M
AUM Growth
+$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$7.76M
3
+$5.46M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.07M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.46M

Top Sells

1
+$4.98M
2
+$2.22M
3
+$1.57M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.46M
5
IAU icon
iShares Gold Trust
IAU
+$1.35M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 0.24%
20,933
-1,020
27
$1.49M 0.2%
22,000
28
$1.42M 0.19%
11,095
+3,567
29
$1.35M 0.18%
11,549
-1,073
30
$1.11M 0.15%
20,085
-90,112
31
$690K 0.09%
39,732
+6,024
32
$665K 0.09%
1,554
-263
33
$442K 0.06%
5,142
-55
34
$346K 0.05%
2,539
-254
35
$290K 0.04%
1,826
-42
36
$193K 0.03%
1,671
37
$125K 0.02%
544
38
$55K 0.01%
1,062
-35
39
$50K 0.01%
2,904
40
$30K ﹤0.01%
450
41
$21K ﹤0.01%
820
42
$1K ﹤0.01%
9
1
2