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
$424M
AUM Growth
-$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.13M
3
+$2.05M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.18M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$747K

Top Sells

1
+$2.61M
2
+$2.05M
3
+$871K
4
IFGL icon
iShares International Developed Real Estate ETF
IFGL
+$605K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$545K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$476K 0.11%
4,630
+724
27
$475K 0.11%
10,188
28
$431K 0.1%
4,823
+82
29
$358K 0.08%
36,018
+2,376
30
$343K 0.08%
4,398
+72
31
$333K 0.08%
2,923
-31
32
$206K 0.05%
2,442
+13
33
– –
-7,250
34
– –
-3,123
1
2