EPM
Elm Partners Management Portfolio holdings
AUM
$1.72B
1-Year Return
13.13%
This Quarter Return
-3.31%
1 Year Return
+13.13%
3 Year Return
+33.27%
5 Year Return
+55.55%
10 Year Return
–
AUM
$967M
AUM Growth
-$25.8M
(-2.6%)
Cap. Flow
+$11.8M
Cap. Flow
% of AUM
1.22%
Top 10 Holdings %
Top 10 Hldgs %
77.83%
Holding
47
New
6
Increased
13
Reduced
25
Closed
–
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$99.4M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$22.4M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$9.36M |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$3.17M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.56M |
Top Sells
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$30.9M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$25.5M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$19.3M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$14.1M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$10.1M |
