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
$1.46B
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$82.2M
2
+$28.5M
3
+$13M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$12.5M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$10.8M

Top Sells

1
+$23M
2
+$14.8M
3
+$14.6M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.2M
5
VTV icon
Vanguard Value ETF
VTV
+$6.19M

Sector Composition

1 Financials 0.02%
2 Technology 0.02%
3 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.07M 0.35%
125,823
-4,451
27
$3.32M 0.23%
128,479
+39,845
28
$3.21M 0.22%
55,912
29
$2.95M 0.2%
27,577
30
$2.77M 0.19%
11,911
+5,061
31
$2.63M 0.18%
141,903
+4,843
32
$2.54M 0.17%
27,787
-4,492
33
$2.36M 0.16%
38,789
-889
34
$2.27M 0.16%
19,696
-1,720
35
$2.09M 0.14%
60,945
+277
36
$1.97M 0.13%
86,922
+13,833
37
$1.24M 0.08%
1,991
-2
38
$1.1M 0.08%
4,897
+1,928
39
$1.1M 0.08%
22,711
+12,059
40
$1.06M 0.07%
1,816
-17
41
$999K 0.07%
5,232
42
$954K 0.07%
6,932
+2,173
43
$947K 0.06%
9,787
+2,959
44
$871K 0.06%
7,373
-165
45
$593K 0.04%
12,402
+3,305
46
$566K 0.04%
1,960
47
$553K 0.04%
2,792
+15
48
$550K 0.04%
1,464
+42
49
$542K 0.04%
2,130
-81
50
$462K 0.03%
3,504
+1,244
1
2
3