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
$1.46B
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$82.2M
2
+$28.5M
3
+$13M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$12.5M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$10.8M

Top Sells

1
+$23M
2
+$14.8M
3
+$14.6M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.2M
5
VTV icon
Vanguard Value ETF
VTV
+$6.19M

Sector Composition

1 Financials 0.02%
2 Technology 0.02%
3 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$439K 0.03%
1,730
-444
52
$421K 0.03%
1,994
-358
53
$411K 0.03%
2,541
+57
54
$363K 0.02%
+2,996
55
$329K 0.02%
2,547
+326
56
$325K 0.02%
2,095
+133
57
$322K 0.02%
+12,339
58
$311K 0.02%
+2,923
59
$307K 0.02%
+536
60
$300K 0.02%
+1,599
61
$293K 0.02%
1,585
-40
62
$289K 0.02%
+12,482
63
$288K 0.02%
683
+212
64
$282K 0.02%
1,716
+155
65
$240K 0.02%
5,896
-365
66
$220K 0.02%
2,616
+8
67
$204K 0.01%
+1,149
68
$204K 0.01%
921
-16
1 2
3