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
$1.3B
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$30.9M
3
+$10.3M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$9.76M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.53M

Top Sells

1
+$33.4M
2
+$22.7M
3
+$8.82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.57M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$5.83M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$432K 0.03%
2,961
-1,558
52
$374K 0.03%
2,484
53
$367K 0.03%
1,806
-509
54
$360K 0.03%
1,972
55
$303K 0.02%
12,285
56
$284K 0.02%
1,625
-56
57
$271K 0.02%
1,962
58
$268K 0.02%
2,221
59
$238K 0.02%
1,561
60
$229K 0.02%
2,588
-519
61
– –
-3,047
62
– –
-2,119
1 2
3