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
$419M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$696K
3
+$583K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$383K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$347K

Top Sells

1
+$1.3M
2
+$497K
3
+$469K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$357K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$253K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$514K 0.12%
5,274
+40
27
$420K 0.1%
4,898
-237
28
$417K 0.1%
3,860
+1,137
29
$350K 0.08%
4,856
-91
30
$297K 0.07%
34,542
+1,854
31
$230K 0.05%
10,800
+58
32
$204K 0.05%
+6,496
1
2