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
$401M
AUM Growth
+$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$685K
3
+$506K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$471K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$271K

Top Sells

1
+$1.57M
2
+$615K
3
+$604K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$543K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$462K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$520K 0.13%
5,234
-4,309
27
$438K 0.11%
5,135
+41
28
$353K 0.09%
4,947
+40
29
$292K 0.07%
2,723
+198
30
$271K 0.07%
+32,688
31
$233K 0.06%
10,742
+58
1
2