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
$951M
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$36.3M
3
+$13.4M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$12.8M
5
BND icon
Vanguard Total Bond Market
BND
+$11.4M

Top Sells

1
+$72.9M
2
+$41.2M
3
+$4.98M
4
VTV icon
Vanguard Value ETF
VTV
+$1.59M
5
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$1.12M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.7M 0.39%
62,153
-3,344
27
$2.99M 0.31%
55,912
28
$2.24M 0.24%
+44,189
29
$2.08M 0.22%
61,760
-517
30
$1.98M 0.21%
20,488
-925
31
$1.95M 0.21%
+17,812
32
$1.69M 0.18%
86,692
+272
33
$1.09M 0.11%
14,403
+1,112
34
$943K 0.1%
+45,000
35
$740K 0.08%
7,431
+4,512
36
$637K 0.07%
5,779
-266
37
$555K 0.06%
34,824
-5,103
38
$400K 0.04%
+3,658
39
$289K 0.03%
1,898
-143
1
2