EHPM
Emery Howard Portfolio Management Portfolio holdings
AUM
$773M
This Quarter Return
+5.96%
1 Year Return
+18.85%
3 Year Return
+66.48%
5 Year Return
+77.35%
10 Year Return
–
AUM
$619M
AUM Growth
+$619M
(+6.5%)
Cap. Flow
+$3.31M
Cap. Flow
% of AUM
0.53%
Top 10 Holdings %
Top 10 Hldgs %
82.16%
Holding
44
New
7
Increased
14
Reduced
14
Closed
–
Top Buys
| 1 |
Vanguard Small-Cap ETF
VB
|
$12.8M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$2.72M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.54M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.53M |
| 5 |
Invesco Leisure and Entertainment ETF
PEJ
|
$1.17M |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$16.6M |
| 2 |
Schwab International Equity ETF
SCHF
|
$787K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$759K |
| 4 |
iShares Russell 1000 ETF
IWB
|
$736K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$685K |
