EPM

Elm Partners Management Portfolio holdings

AUM $2.2B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$767M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$41M
2
+$19.1M
3
+$13.9M
4
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$5.09M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.86M

Top Sells

1
+$14.2M
2
+$9.68M
3
+$3.32M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.29M
5
IAU icon
iShares Gold Trust
IAU
+$2.98M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,703
52
– –
-291
1 2
3