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
$451M
AUM Growth
-$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$439K
2
+$412K
3
+$383K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$369K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$362K

Top Sells

1
+$29.8M
2
+$931K
3
+$335K
4
IFGL icon
iShares International Developed Real Estate ETF
IFGL
+$179K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$146K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$430K 0.1%
4,592
-29
27
$402K 0.09%
8,422
-234
28
$386K 0.09%
4,763
+34
29
$362K 0.08%
+2,831
30
$360K 0.08%
36,000
+1,194
31
$288K 0.06%
2,698
-181
32
$237K 0.05%
6,756
33
$228K 0.05%
11,068
+64
34
$203K 0.05%
2,359
-158
1
2