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
$967M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$99.4M
2
+$22.4M
3
+$9.36M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.17M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.56M

Top Sells

1
+$30.9M
2
+$25.5M
3
+$19.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$14.1M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.1M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.7M 0.38%
49,637
-350
27
$3.47M 0.36%
61,440
-146
28
$3.31M 0.34%
35,211
+27,178
29
$2.9M 0.3%
55,912
30
$1.99M 0.21%
61,608
-152
31
$1.97M 0.2%
20,875
-950
32
$1.79M 0.19%
37,246
+9,620
33
$1.63M 0.17%
16,022
+10,864
34
$1.54M 0.16%
86,692
35
$728K 0.08%
1,703
-2
36
$705K 0.07%
34,044
-1,648
37
$647K 0.07%
+3,945
38
$625K 0.06%
8,475
-2,723
39
$592K 0.06%
35,637
+813
40
$539K 0.06%
5,195
+116
41
$396K 0.04%
+2,463
42
$386K 0.04%
3,638
-20
43
$359K 0.04%
+2,785
44
$291K 0.03%
1,916
-26
45
$270K 0.03%
+4,115
46
$265K 0.03%
+3,297
47
$240K 0.02%
+1,316
1
2