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
$811M
AUM Growth
+$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$25.9M
3
+$22.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.16M

Top Sells

1
+$22.8M
2
+$20.1M
3
+$8.64M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$5.65M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.58M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.18%
12,545
-2,006
27
$1.36M 0.17%
10,563
-35,443
28
$904K 0.11%
10,386
-9,538
29
$684K 0.08%
1,441
-113
30
$581K 0.07%
30,828
-10,284
31
$528K 0.07%
6,228
+699
32
$306K 0.04%
1,820
+20
33
$245K 0.03%
1,829
-44
34
– –
-319,898
35
– –
-14,500
36
– –
-20,085
1
2