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
$1.4B
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$23.2M
3
+$19.8M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$19M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$18.6M

Top Sells

1
+$47.5M
2
+$23.5M
3
+$14.6M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$12.8M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$7.82M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$416K 0.03%
2,484
52
$308K 0.02%
1,625
53
$306K 0.02%
+2,260
54
$294K 0.02%
2,221
55
$285K 0.02%
1,962
56
$280K 0.02%
+6,261
57
$260K 0.02%
1,561
58
$251K 0.02%
2,608
+20
59
$207K 0.01%
+937
60
$203K 0.01%
+471
61
– –
-1,340,551
62
– –
-332,211
63
– –
-12,285
64
– –
-196,378
65
– –
-314,810
66
– –
-8,175
1 2
3