EPM

Elm Partners Management Portfolio holdings

AUM $2.2B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$270M
2
+$112M
3
+$39.1M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$38.4M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$27.3M

Top Sells

1
+$143M
2
+$73.1M
3
+$51.7M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$29.9M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$19.6M

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
– –
-5,896
77
– –
-6,932
78
– –
-60,945
1 2 3
4