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
$864M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$64.2M
2
+$20.2M
3
+$8.94M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.21M
5
BND icon
Vanguard Total Bond Market
BND
+$6.79M

Top Sells

1
+$16M
2
+$9.67M
3
+$8.17M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$6.83M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.13M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.25%
30,226
-2,579
27
$2.03M 0.23%
21,413
-4,142
28
$1.96M 0.23%
62,277
29
$1.67M 0.19%
86,420
-354,192
30
$979K 0.11%
13,291
+5,895
31
$643K 0.07%
6,045
-4,194
32
$596K 0.07%
39,927
-77,898
33
$310K 0.04%
2,041
+216
34
$283K 0.03%
2,919
+551
35
– –
-5,650
36
– –
-696
1
2