EHPM
Emery Howard Portfolio Management Portfolio holdings
AUM
$773M
This Quarter Return
+6.67%
1 Year Return
+18.85%
3 Year Return
+66.48%
5 Year Return
+77.35%
10 Year Return
–
AUM
$679M
AUM Growth
+$679M
(+9.8%)
Cap. Flow
+$19.8M
Cap. Flow
% of AUM
2.92%
Top 10 Holdings %
Top 10 Hldgs %
82.73%
Holding
46
New
2
Increased
25
Reduced
13
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$9.71M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.74M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$3.28M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.6M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$2.09M |
Top Sells
| 1 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.64M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$1.25M |
| 3 |
Schwab International Equity ETF
SCHF
|
$1.07M |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
$342K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$335K |
