EPM
Elm Partners Management Portfolio holdings
AUM
$1.72B
This Quarter Return
-3.46%
1 Year Return
+13.13%
3 Year Return
+33.27%
5 Year Return
+55.55%
10 Year Return
–
AUM
$1.46B
AUM Growth
+$1.46B
(+4.6%)
Cap. Flow
+$126M
Cap. Flow
% of AUM
8.6%
Top 10 Holdings %
Top 10 Hldgs %
78.52%
Holding
68
New
8
Increased
30
Reduced
26
Closed
–
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$82.2M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$53.9M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$28.5M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$13M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$12.5M |
Top Sells
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$23M |
| 2 |
Vanguard FTSE Pacific ETF
VPL
|
$14.8M |
| 3 |
iShares Core MSCI Europe ETF
IEUR
|
$14.6M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$13.2M |
| 5 |
Vanguard Value ETF
VTV
|
$6.19M |
Sector Composition
| 1 | Financials | 0.02% |
| 2 | Technology | 0.02% |
| 3 | Healthcare | 0.01% |
