EHPM
Emery Howard Portfolio Management Portfolio holdings
AUM
$773M
This Quarter Return
-0.02%
1 Year Return
+18.85%
3 Year Return
+66.48%
5 Year Return
+77.35%
10 Year Return
–
AUM
$258M
AUM Growth
–
Cap. Flow
+$258M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
93.27%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$98.9M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$45.8M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$24.1M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$15.5M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$15.4M |
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares MSCI Japan ETF
EWJ
$15.3B
| $287K | 0.11% |
+25,540
| New | +$287K |
|
27
Vanguard Total Stock Market ETF
VTI
$526B
| $270K | 0.1% |
+3,267
| New | +$270K |
|
28
Vanguard High Dividend Yield ETF
VYM
$64B
| $262K | 0.1% |
+4,640
| New | +$262K |
|
29
iShares MSCI Hong Kong ETF
EWH
$711M
| $246K | 0.1% |
+13,440
| New | +$246K |
|
30
SPDR S&P China ETF
GXC
$483M
| $215K | 0.08% |
+3,355
| New | +$215K |
|