EPM
Elm Partners Management Portfolio holdings
AUM
$1.72B
This Quarter Return
+6.6%
1 Year Return
+13.13%
3 Year Return
+33.27%
5 Year Return
+55.55%
10 Year Return
–
AUM
$457M
AUM Growth
+$457M
(+3.4%)
Cap. Flow
+$14.9M
Cap. Flow
% of AUM
3.26%
Top 10 Holdings %
Top 10 Hldgs %
74.19%
Holding
43
New
2
Increased
11
Reduced
19
Closed
–
Top Buys
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$11.9M |
| 2 |
Vanguard FTSE Pacific ETF
VPL
|
$8.03M |
| 3 |
iShares Core MSCI Europe ETF
IEUR
|
$6.2M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$5.96M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$3.71M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$15.2M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$5.39M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$1.91M |
| 4 |
Vanguard Value ETF
VTV
|
$1.6M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$570K |
