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ELM
+1.05 · +3.92%
$27.92 · NYSE ARCA

Elm Market Navigator ETF (ELM) ETF Analysis | Global Moderately Aggressive Allocation

Elm Partners Management LLC · USA
AUM:$544.5M
#– of – in Global Moderately Aggressive Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 16.5% over the past year, showing positive momentum.

What is ELM?

The fund is an actively managed "fund of funds" that seeks to achieve its investment objective by investing in a dynamic portfolio of other unaffiliated registered investment companies, including mutual funds, index-based exchange-traded funds ("ETFs"), and actively managed ETFs, that provide exposure to equity markets and fixed income markets.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
ELM delivered 16.5% over the past year. Historical returns only — past performance is not indicative of future results.
Concentrated Holdings
Top 10 holdings account for 90.1% of the ETF — significant weight in a small number of names.
ETF Information
AUM$544.5M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings15
Inception DateFeb 2025
Domicile–
Distribution–
Index–
ProviderElm Partners Management LLC
Beta–
CategoryGlobal Moderately Aggressive Allocation
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.1%
1Y
+14.6%
3Y
+22.3%
5Y
+22.3%
OpenBook InsightIf you had invested £10,000 in ELM 5 years ago, it would have grown to £12,232 — a gain of £2,232.

Annual Returns

Calendar year performance

ELM delivered positive returns in 2 of the last 2 calendar years.
YearELM
2026 YTD+8.8%
2025+11.9%
2/2 positive yearsAvg return: +10.4%Worst year: +8.8% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
5.9%
Low
Momentum
+2.9%
30-day change
Support Level
29.34
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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