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

Top Buys

1 +$27.5M
2 +$19.8M
3 +$18.8M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$17.5M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$13.3M

Top Sells

1 +$73.7M
2 +$13.3M
3 +$9.28M
4
BND icon
Vanguard Total Bond Market
BND
+$2.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.56M

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%
+2,586
53
-3,638