EHPM

Emery Howard Portfolio Management Portfolio holdings

AUM $773M
1-Year Est. Return 18.85%
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305M
AUM Growth
+$5.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$841K
3
+$718K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$556K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$519K

Top Sells

1
+$2.43M
2
+$593K
3
+$301K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$218K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$133K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$457K 0.15%
6,237
27
$334K 0.11%
3,423
+66
28
$301K 0.1%
4,776
+29
29
– –
-140,595
1
2