EPM
Elm Partners Management Portfolio holdings
AUM
$2.2B
1-Year Est. Return
18.06%
This Fund
S&P 500
1 Year Est. Return
+18.06%
AUM
$2.2B
AUM Growth
+$213M
(+11%)
Holding
159
Top Buys
| 1 | +$42M | |
| 2 | +$31.4M | |
| 3 | +$28.7M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$28.5M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
+$24.8M |
Top Sells
| 1 | +$42.8M | |
| 2 | +$32.8M | |
| 3 | +$5.74M | |
| 4 |
NVIDIA
NVDA
|
+$4.16M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$2.92M |
Sector Composition
| 1 | Technology | 2.12% |
| 2 | Financials | 0.61% |
| 3 | Healthcare | 0.36% |
| 4 | Industrials | 0.28% |
| 5 | Communication Services | 0.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.51B
| $217K | 0.01% |
1,645
+10
|
|
||
152
Tesla
TSLA
$1.5T
| $207K | 0.01% |
461
-1,208
|
|
||
153
Global X Uranium ETF
URA
$7.67B
| $200K | 0.01% |
4,687
|
|
||
154
Banco Santander
SAN
$186B
| $197K | 0.01% |
16,760
|
|
||
155
Vanguard Total International Bond ETF
BNDX
$78.2B
| – | – |
-7,187
|
|
||
156
eBay
EBAY
$46.9B
| – | – |
-2,246
|
|
||
157
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.08B
| – | – |
-10,819
|
|
||
158
Vanguard Energy ETF
VDE
$9.77B
| – | – |
-2,535
|
|
||
159
State Street Health Care Select Sector SPDR ETF
XLV
$38.9B
| – | – |
-4,446
|
|