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
$791M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$69.1M
2 +$34.8M
3 +$12.6M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$4.64M
5
IAU icon
iShares Gold Trust
IAU
+$3.76M

Top Sells

1 +$52.6M
2 +$22.1M
3 +$8.73M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$7.1M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.18M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1K ﹤0.01%
+9
52
-328,841