EPM
Elm Partners Management Portfolio holdings
AUM
$1.72B
This Quarter Return
+6.8%
1 Year Return
+13.13%
3 Year Return
+33.27%
5 Year Return
+55.55%
10 Year Return
–
AUM
$1.4B
AUM Growth
+$1.4B
(+7.5%)
Cap. Flow
+$72.4M
Cap. Flow
% of AUM
5.18%
Top 10 Holdings %
Top 10 Hldgs %
78.7%
Holding
66
New
6
Increased
28
Reduced
12
Closed
6
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$24.5M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$23.2M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$19.8M |
| 4 |
iShares Core MSCI Europe ETF
IEUR
|
$19M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$18.6M |
Top Sells
| 1 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
$47.5M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$23.5M |
| 3 |
iShares Gold Trust
IAU
|
$14.6M |
| 4 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$12.8M |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$7.82M |
Sector Composition
| 1 | Technology | 0.01% |
