EPM
Elm Partners Management Portfolio holdings
AUM
$1.72B
This Quarter Return
+8.06%
1 Year Return
+13.13%
3 Year Return
+33.27%
5 Year Return
+55.55%
10 Year Return
–
AUM
$1.72B
AUM Growth
+$1.72B
(+11%)
Cap. Flow
+$77.8M
Cap. Flow
% of AUM
4.52%
Top 10 Holdings %
Top 10 Hldgs %
74.71%
Holding
100
New
34
Increased
31
Reduced
31
Closed
3
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$133M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$35.9M |
| 3 |
iShares Core MSCI Europe ETF
IEUR
|
$30.1M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$27.7M |
| 5 |
Vanguard FTSE Pacific ETF
VPL
|
$27.5M |
Top Sells
| 1 |
ELM
Elm Market Navigator ETF
ELM
|
$120M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$93.8M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$28.2M |
| 4 |
Vanguard Total Bond Market
BND
|
$13.9M |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$11.2M |
Sector Composition
| 1 | Technology | 1.87% |
| 2 | Financials | 0.45% |
| 3 | Industrials | 0.23% |
| 4 | Healthcare | 0.2% |
| 5 | Utilities | 0.17% |
