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
$1.1B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$19.8M
3
+$18.8M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$17.5M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$13.3M

Top Sells

1
+$73.7M
2
+$13.3M
3
+$9.28M
4
BND icon
Vanguard Total Bond Market
BND
+$2.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.56M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.11M 0.46%
139,295
+13,541
27
$4.15M 0.38%
37,470
+21,448
28
$3.95M 0.36%
43,221
-145,691
29
$3.92M 0.36%
46,454
-3,183
30
$3.14M 0.29%
55,912
31
$2.46M 0.22%
39,678
-21,762
32
$2.12M 0.19%
60,668
-940
33
$2.06M 0.19%
18,988
-1,887
34
$1.16M 0.11%
6,043
+2,098
35
$898K 0.08%
43,346
-43,346
36
$810K 0.07%
1,703
37
$687K 0.06%
29,086
-4,958
38
$609K 0.06%
32,811
-2,826
39
$609K 0.06%
6,597
+3,300
40
$584K 0.05%
7,548
-927
41
$545K 0.05%
5,068
-127
42
$404K 0.04%
2,961
+176
43
$375K 0.03%
2,098
-365
44
$344K 0.03%
1,804
+488
45
$332K 0.03%
+1,325
46
$318K 0.03%
+1,442
47
$301K 0.03%
4,141
+26
48
$297K 0.03%
+613
49
$244K 0.02%
+800
50
$243K 0.02%
1,472
-444
1
2
3