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
$1.26B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$26.1M
3
+$21.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20.8M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$7.13M

Top Sells

1
+$6.16M
2
+$4.53M
3
+$3.9M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.16M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.72M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$358K 0.03%
1,325
52
$352K 0.03%
1,442
53
$321K 0.03%
613
54
$311K 0.02%
+12,285
55
$301K 0.02%
1,681
+209
56
$289K 0.02%
3,107
+521
57
$278K 0.02%
+2,221
58
$257K 0.02%
1,962
59
$254K 0.02%
800
60
$248K 0.02%
+1,561
61
$205K 0.02%
+4,864
62
– –
-5,068
1 2
3