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
$791M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$69.1M
2
+$34.8M
3
+$12.6M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$4.64M
5
IAU icon
iShares Gold Trust
IAU
+$3.76M

Top Sells

1
+$52.6M
2
+$22.1M
3
+$8.73M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$7.1M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.18M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.16%
10,321
-242
27
$1.28M 0.16%
71,940
+41,112
28
$878K 0.11%
1,944
+503
29
$697K 0.09%
8,464
-1,922
30
$428K 0.05%
5,386
-842
31
$298K 0.04%
1,793
-27
32
$227K 0.03%
+2,115
33
$227K 0.03%
1,829
34
$139K 0.02%
+2,703
35
$112K 0.01%
+544
36
$99K 0.01%
+237
37
$52K 0.01%
+2,904
38
$48K 0.01%
+953
39
$43K 0.01%
+168
40
$38K ﹤0.01%
+124
41
$38K ﹤0.01%
+193
42
$33K ﹤0.01%
+350
43
$31K ﹤0.01%
+161
44
$19K ﹤0.01%
+820
45
$16K ﹤0.01%
+153
46
$16K ﹤0.01%
+96
47
$14K ﹤0.01%
+291
48
$13K ﹤0.01%
+69
49
$10K ﹤0.01%
+82
50
$2K ﹤0.01%
+52
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