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
$467M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$5.26M
3
+$2.21M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.83M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.35M

Top Sells

1
+$11.9M
2
+$9.7M
3
+$8.44M
4
IFGL icon
iShares International Developed Real Estate ETF
IFGL
+$6.89M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.65M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$473K 0.1%
6,060
+55
27
$349K 0.07%
4,428
+46
28
$341K 0.07%
4,223
+90
29
$314K 0.07%
3,006
+167
30
$244K 0.05%
+877
31
$205K 0.04%
+1,501
32
– –
-318,660
33
– –
-22,404
34
– –
-277,571
1
2