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
$493M
AUM Growth
-$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$759K
2
+$484K
3
+$249K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$175K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$126K

Top Sells

1
+$1.39M
2
+$1.14M
3
+$207K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$204K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$104K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$539K 0.11%
4,950
+38
27
$523K 0.11%
8,530
+42
28
$489K 0.1%
4,799
29
$461K 0.09%
39,018
+174
30
$383K 0.08%
4,313
-148
31
$301K 0.06%
2,336
-1,586
32
$217K 0.04%
2,306
33
$210K 0.04%
2,602
-483
1
2