EPM

Elm Partners Management Portfolio holdings

AUM $1.99B
1-Year Est. Return 12.2%
This Quarter Est. Return
1 Year Est. Return
+12.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$26.1M
3
+$21.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20.8M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$7.13M

Top Sells

1
+$6.16M
2
+$4.53M
3
+$3.9M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.16M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.72M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.17M 0.41%
135,099
-4,196
27
$4.28M 0.34%
39,249
+1,779
28
$4.2M 0.33%
46,408
-46
29
$3.64M 0.29%
179,109
+135,763
30
$3.28M 0.26%
55,912
31
$3.23M 0.26%
35,225
-7,996
32
$2.62M 0.21%
+134,206
33
$2.51M 0.2%
39,678
34
$2.17M 0.17%
60,668
35
$2.1M 0.17%
18,997
+9
36
$1.92M 0.15%
9,216
+3,173
37
$1.32M 0.1%
64,761
+31,950
38
$996K 0.08%
1,905
+202
39
$977K 0.08%
+5,232
40
$893K 0.07%
8,719
+2,122
41
$707K 0.06%
28,724
-362
42
$668K 0.05%
4,519
+1,558
43
$549K 0.04%
7,069
-479
44
$491K 0.04%
6,016
+1,875
45
$473K 0.04%
2,315
+511
46
$456K 0.04%
+9,097
47
$390K 0.03%
2,119
+21
48
$387K 0.03%
+2,484
49
$384K 0.03%
+3,047
50
$378K 0.03%
+1,972
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