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
$1.4B
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$23.2M
3
+$19.8M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$19M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$18.6M

Top Sells

1
+$47.5M
2
+$23.5M
3
+$14.6M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$12.8M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$7.82M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.12M 0.22%
27,577
-16,268
27
$3.03M 0.22%
51,348
-13,240
28
$2.96M 0.21%
32,279
+2,010
29
$2.69M 0.19%
39,678
30
$2.5M 0.18%
21,416
+412
31
$2.34M 0.17%
60,668
32
$1.55M 0.11%
6,850
+754
33
$1.41M 0.1%
137,060
+2
34
$1.17M 0.08%
1,993
+370
35
$1.14M 0.08%
88,634
+31,060
36
$1.05M 0.08%
1,833
-72
37
$1.03M 0.07%
5,232
38
$829K 0.06%
7,538
+1,591
39
$733K 0.05%
4,759
+1,798
40
$617K 0.04%
6,828
+805
41
$614K 0.04%
2,174
42
$595K 0.04%
+2,969
43
$575K 0.04%
2,211
44
$558K 0.04%
2,777
+805
45
$542K 0.04%
+1,960
46
$540K 0.04%
73,089
+8,331
47
$514K 0.04%
2,352
+546
48
$484K 0.03%
1,422
49
$483K 0.03%
10,652
50
$480K 0.03%
9,097
1
2
3