EPM
Elm Partners Management Portfolio holdings
AUM
$2.31B
1-Year Est. Return
16.02%
This Fund
S&P 500
1 Year Est. Return
+16.02%
AUM
$2.31B
AUM Growth
+$103M
(+4.7%)
Holding
165
Top Buys
| 1 | +$131M | |
| 2 | +$42.1M | |
| 3 | +$26.5M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$22.2M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$13.5M |
Top Sells
| 1 | +$25.7M | |
| 2 | +$19.6M | |
| 3 | +$18.3M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$12M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$9.56M |
Sector Composition
| 1 | Technology | 1.82% |
| 2 | Financials | 0.54% |
| 3 | Industrials | 0.34% |
| 4 | Healthcare | 0.29% |
| 5 | Communication Services | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares MSCI Emerging Markets ETF
EEM
$31.4B
| $220K | 0.01% |
+4,025
|
|
||
152
TJX Companies
TJX
$170B
| $220K | 0.01% |
+1,413
|
|
||
153
Kinder Morgan
KMI
$69.9B
| $218K | 0.01% |
+6,479
|
|
||
154
iShares Silver Trust
SLV
$36.3B
| $218K | 0.01% |
3,427
|
|
||
155
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.54B
| $214K | 0.01% |
1,651
+6
|
|
||
156
Global X Uranium ETF
URA
$7.43B
| $212K | 0.01% |
4,687
|
|
||
157
Wells Fargo
WFC
$243B
| $208K | 0.01% |
+2,708
|
|
||
158
Banco Santander
SAN
$179B
| $179K | 0.01% |
16,760
|
|
||
159
Elevance Health
ELV
$84.5B
| – | – |
-637
|
|
||
160
Lemonade
LMND
$4.46B
| – | – |
-3,800
|
|
||
|
NVO
161
Novo Nordisk
NVO
$190B
| – | – |
-5,330
|
|
||
162
Palantir
PLTR
$365B
| – | – |
-1,716
|
|
||
163
Tesla
TSLA
$1.59T
| – | – |
-461
|
|
||
164
State Street Utilities Select Sector SPDR ETF
XLU
$22B
| – | – |
-7,932
|
|
||
|
BTC
165
Grayscale Bitcoin Mini Trust ETF
BTC
$3.56B
| – | – |
-27,600
|
|