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
$1.55B
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$114M
3
+$39.6M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$39M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$27.9M

Top Sells

1
+$135M
2
+$69.2M
3
+$51.8M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$30.6M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$19.8M

Sector Composition

1 Technology 0.06%
2 Financials 0.02%
3 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.83M 0.44%
64,736
-75,013
27
$5.71M 0.37%
+92,369
28
$4.9M 0.32%
120,165
-5,658
29
$4.71M 0.3%
51,014
-8,087
30
$2.82M 0.18%
142,453
+550
31
$2.47M 0.16%
26,882
-905
32
$2.12M 0.14%
20,321
+625
33
$2.06M 0.13%
87,723
-40,756
34
$1.93M 0.12%
89,586
+2,664
35
$1.55M 0.1%
2,765
+949
36
$1.27M 0.08%
2,344
+353
37
$946K 0.06%
4,966
-266
38
$884K 0.06%
17,392
+4,990
39
$855K 0.06%
7,159
-214
40
$845K 0.05%
+10,710
41
$720K 0.05%
+9,514
42
$693K 0.04%
7,185
-2,602
43
$688K 0.04%
3,693
+901
44
$661K 0.04%
13,277
-9,434
45
$534K 0.03%
2,157
+27
46
$531K 0.03%
1,960
47
$496K 0.03%
1,872
+142
48
$430K 0.03%
+6,932
49
$418K 0.03%
2,602
+61
50
$417K 0.03%
+11,210
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