EPM
Elm Partners Management Portfolio holdings
AUM
$1.72B
1-Year Est. Return
13.13%
1 Year Est. Return
+13.13%
AUM
$1.55B
AUM Growth
+$88.8M
(+6.1%)
Holding
78
Top Buys
| 1 | +$268M | |
| 2 | +$114M | |
| 3 | +$39.6M | |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$39M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
+$27.9M |
Top Sells
| 1 | +$135M | |
| 2 | +$69.2M | |
| 3 | +$51.8M | |
| 4 |
iShares Core MSCI Europe ETF
IEUR
|
+$30.6M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$19.8M |
Sector Composition
| 1 | Technology | 0.06% |
| 2 | Financials | 0.02% |
| 3 | Healthcare | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Health Care Select Sector SPDR Fund
XLV
$35.3B
| – | – |
-6,932
|
|
||
77
Materials Select Sector SPDR Fund
XLB
$5.43B
| – | – |
-2,616
|
|
||
78
Real Estate Select Sector SPDR Fund
XLRE
$7.84B
| – | – |
-5,896
|
|