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
$993M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$49.8M
2
+$39M
3
+$36.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$32.4M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$26.1M

Top Sells

1
+$153M
2
+$23.9M
3
+$18.9M
4
BND icon
Vanguard Total Bond Market
BND
+$14M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$8.44M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.63M 0.37%
61,586
-567
27
$3.04M 0.31%
55,912
28
$2.73M 0.28%
28,022
-60,035
29
$2.17M 0.22%
21,825
+1,337
30
$2.09M 0.21%
61,760
31
$1.69M 0.17%
86,692
32
$1.39M 0.14%
27,626
-16,563
33
$841K 0.08%
11,198
-3,205
34
$787K 0.08%
8,033
+602
35
$782K 0.08%
35,692
-9,308
36
$756K 0.08%
+1,705
37
$600K 0.06%
34,824
38
$558K 0.06%
5,158
-12,654
39
$547K 0.06%
5,079
-700
40
$404K 0.04%
3,658
41
$307K 0.03%
1,942
+44
1
2