EPM
Elm Partners Management Portfolio holdings
AUM
$1.72B
This Quarter Return
+2.73%
1 Year Return
+13.13%
3 Year Return
+33.27%
5 Year Return
+55.55%
10 Year Return
–
AUM
$993M
AUM Growth
+$42M
(+4.4%)
Cap. Flow
+$27M
Cap. Flow
% of AUM
2.72%
Top 10 Holdings %
Top 10 Hldgs %
77.59%
Holding
41
New
2
Increased
17
Reduced
17
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$49.8M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$39M |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$36.1M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$32.4M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$26.1M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$153M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$23.9M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$18.9M |
| 4 |
Vanguard Total Bond Market
BND
|
$14M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$8.44M |
