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EHPM

Emery Howard Portfolio Management Portfolio holdings

AUM $773M
1-Year Est. Return 18.85%
This Fund
S&P 500
This Quarter Est. Return
-0.01%
1 Year Est. Return
+18.85%
3 Year Est. Return
+66.48%
5 Year Est. Return
+77.35%
10 Year Est. Return
–
AUM
$258M
AUM Growth
–
Cap. Flow
+$264M
Cap. Flow %
102.24%
Top 10 Hldgs %
93.27%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$99.3M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$48.1M
3
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$24M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$16.6M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$15.3M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWJ icon
26
iShares MSCI Japan ETF
EWJ
$22B
$287K 0.11%
+6,385
New +$289K
VTI icon
27
Vanguard Morningstar Total Stock Market ETF
VTI
$670B
$270K 0.1%
+3,267
New +$271K
VYM icon
28
Vanguard High Dividend Yield ETF
VYM
$81.4B
$262K 0.1%
+4,640
New +$262K
EWH icon
29
iShares MSCI Hong Kong ETF
EWH
$1.23B
$246K 0.1%
+13,440
New +$266K
GXC icon
30
State Street SPDR S&P China ETF
GXC
$476M
$215K 0.08%
+3,355
New +$232K
1
2

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Emery Howard Portfolio Management's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Emery Howard Portfolio Management, which disclosed 30 positions worth $258M. Its ten largest holdings account for 93% of the portfolio.

Its largest position is State Street SPDR S&P 500 ETF Trust: 616,495 shares worth $98.9M.

  • Emery Howard Portfolio Management's largest Q2 2013 buy was State Street SPDR S&P 500 ETF Trust: 616,495 shares worth $98.9M.
  • Emery Howard Portfolio Management's ten largest holdings make up 93% of its $258M portfolio in Q2 2013.
  • Emery Howard Portfolio Management disclosed 30 positions in Q2 2013, its first 13F filing on record.

Based on Emery Howard Portfolio Management's 13F filing for Q2 2013, filed 15 Aug 2013.