EPM
Elm Partners Management Portfolio holdings
AUM
$1.72B
This Quarter Return
+4.41%
1 Year Return
+13.13%
3 Year Return
+33.27%
5 Year Return
+55.55%
10 Year Return
–
AUM
$951M
AUM Growth
+$951M
(+10%)
Cap. Flow
+$54.4M
Cap. Flow
% of AUM
5.72%
Top 10 Holdings %
Top 10 Hldgs %
77.3%
Holding
39
New
5
Increased
20
Reduced
13
Closed
–
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$42.1M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$36.3M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$13.4M |
| 4 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
$12.8M |
| 5 |
Vanguard Total Bond Market
BND
|
$11.4M |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$72.9M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$41.2M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$4.98M |
| 4 |
Vanguard Value ETF
VTV
|
$1.59M |
| 5 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
$1.12M |
