EPM

Elm Partners Management Portfolio holdings

AUM $2.2B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$741M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.87M
3
+$5.93M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$4.2M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.06M

Top Sells

1
+$5.33M
2
+$4.66M
3
+$4.36M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.15M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.63M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.29%
+82,468
27
$2.05M 0.28%
32,805
+1,434
28
$1.73M 0.23%
62,277
29
$1.65M 0.22%
117,825
-169,221
30
$1.07M 0.14%
10,239
-62
31
$579K 0.08%
+5,650
32
$528K 0.07%
7,396
-1,329
33
$249K 0.03%
696
-2,374
34
$248K 0.03%
1,825
+419
35
$228K 0.03%
+2,368
1
2