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
$1.1B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$18.4M
3
+$18M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$16.9M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$12.9M

Top Sells

1
+$73.8M
2
+$13.3M
3
+$9.2M
4
BND icon
Vanguard Total Bond Market
BND
+$2.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.4M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$231K 0.02%
+1,962
52
$221K 0.02%
+5,172
53
– –
-3,638
1 2
3