EPM
Elm Partners Management Portfolio holdings
AUM
$1.72B
1-Year Return
13.13%
This Quarter Return
+4.4%
1 Year Return
+13.13%
3 Year Return
+33.27%
5 Year Return
+55.55%
10 Year Return
–
AUM
$1.26B
AUM Growth
+$164M
(+15%)
Cap. Flow
+$117M
Cap. Flow
% of AUM
9.25%
Top 10 Holdings %
Top 10 Hldgs %
76.54%
Holding
62
New
10
Increased
27
Reduced
16
Closed
1
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$30.1M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$26.1M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$21.1M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$20.8M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$7.13M |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$6.16M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$4.53M |
| 3 |
iShares Core MSCI Europe ETF
IEUR
|
$3.9M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$3.16M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$1.72M |
