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
$494M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$631K
2
+$359K
3
+$350K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$297K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$203K

Top Sells

1
+$188K
2
+$102K
3
+$88.8K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$77K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$28.1K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$528K 0.11%
4,912
+243
27
$515K 0.1%
8,488
+45
28
$512K 0.1%
3,922
+18
29
$478K 0.1%
4,799
+42
30
$454K 0.09%
38,844
+654
31
$390K 0.08%
4,461
+30
32
$241K 0.05%
3,085
+11
33
$218K 0.04%
2,306
-142
1
2