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
$537M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.72M
3
+$1.68M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$1.29M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$864K

Top Sells

1
+$270K
2
+$117K
3
+$70.4K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$30K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$24.2K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$549K 0.1%
5,090
+140
27
$526K 0.1%
8,586
+56
28
$505K 0.09%
39,438
+420
29
$437K 0.08%
4,133
-666
30
$407K 0.08%
4,348
+35
31
$322K 0.06%
2,347
+11
32
$259K 0.05%
2,827
+225
33
$227K 0.04%
2,319
+13
34
$202K 0.04%
+826
1
2