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
$1.3B
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$30.9M
3
+$10.3M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$9.76M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.53M

Top Sells

1
+$33.4M
2
+$22.7M
3
+$8.82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.57M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$5.83M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.93M 0.46%
82,260
+2,602
27
$4.86M 0.37%
131,050
-4,049
28
$4.7M 0.36%
43,845
+4,596
29
$4.54M 0.35%
51,554
+5,146
30
$3.75M 0.29%
64,588
-152,055
31
$3.28M 0.25%
55,912
32
$2.78M 0.21%
30,269
-4,956
33
$2.63M 0.2%
137,058
+2,852
34
$2.45M 0.19%
39,678
35
$2.24M 0.17%
21,004
+2,007
36
$2.16M 0.17%
60,668
37
$1.38M 0.11%
6,096
-3,120
38
$1.37M 0.1%
57,574
+28,850
39
$1.36M 0.1%
64,758
-3
40
$1.04M 0.08%
1,905
41
$952K 0.07%
5,232
42
$936K 0.07%
1,623
+1,010
43
$631K 0.05%
8,175
+1,106
44
$594K 0.05%
5,947
-2,772
45
$578K 0.04%
2,174
+849
46
$520K 0.04%
2,211
+769
47
$516K 0.04%
6,023
+7
48
$450K 0.03%
9,097
49
$444K 0.03%
1,422
+622
50
$438K 0.03%
10,652
+5,788
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