EPM
Elm Partners Management Portfolio holdings
AUM
$1.72B
This Quarter Return
-0.34%
1 Year Return
+13.13%
3 Year Return
+33.27%
5 Year Return
+55.55%
10 Year Return
–
AUM
$442M
AUM Growth
+$442M
(-1.1%)
Cap. Flow
-$3.3M
Cap. Flow
% of AUM
-0.75%
Top 10 Holdings %
Top 10 Hldgs %
71.22%
Holding
43
New
2
Increased
13
Reduced
17
Closed
2
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$23.8M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$11.1M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$11M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$7.41M |
| 5 |
Vanguard FTSE Pacific ETF
VPL
|
$4.97M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$44.4M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$26.4M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$3.67M |
| 4 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$2.03M |
| 5 |
Vanguard Total Bond Market
BND
|
$1.12M |
