EHPM
Emery Howard Portfolio Management Portfolio holdings
AUM
$773M
This Quarter Return
+1.7%
1 Year Return
+18.85%
3 Year Return
+66.48%
5 Year Return
+77.35%
10 Year Return
–
AUM
$401M
AUM Growth
+$401M
(+1.5%)
Cap. Flow
-$447K
Cap. Flow
% of AUM
-0.11%
Top 10 Holdings %
Top 10 Hldgs %
83.04%
Holding
31
New
1
Increased
14
Reduced
14
Closed
–
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$2.03M |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$685K |
| 3 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$506K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$471K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$271K |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.57M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$615K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$604K |
| 4 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
$543K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$462K |
