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
$767M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$41M
2
+$17.4M
3
+$13.9M
4
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$4.72M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.67M

Top Sells

1
+$13.1M
2
+$8.85M
3
+$3.05M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.02M
5
IAU icon
iShares Gold Trust
IAU
+$2.87M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 0.27%
31,371
+4,334
27
$1.95M 0.25%
62,277
28
$1.17M 0.15%
10,301
-20
29
$1.16M 0.15%
3,070
+1,126
30
$642K 0.08%
8,725
+261
31
$527K 0.07%
7,001
+1,615
32
$204K 0.03%
1,406
-387
33
– –
-2,115
34
– –
-9
35
– –
-953
36
– –
-544
37
– –
-820
38
– –
-52
39
– –
-2,904
40
– –
-237
41
– –
-168
42
– –
-161
43
– –
-82
44
– –
-96
45
– –
-1,829
46
– –
-2,703
47
– –
-291
48
– –
-69
49
– –
-124
50
– –
-193
1
2
3