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
$401M
AUM Growth
+$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$685K
3
+$506K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$471K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$271K

Top Sells

1
+$1.57M
2
+$615K
3
+$604K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$543K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$462K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$130M 32.28%
618,441
-2,936
2
$44.3M 11.03%
1,252,056
-44,308
3
$29.9M 7.44%
241,705
-4,886
4
$27.9M 6.96%
2,059,750
+149,548
5
$20.2M 5.04%
228,347
+5,317
6
$19.1M 4.77%
90,863
+295
7
$18.5M 4.62%
161,107
-4,020
8
$18M 4.49%
846,997
+32,169
9
$13.6M 3.39%
270,518
-10,784
10
$12.1M 3.02%
344,383
-7,642
11
$10.4M 2.59%
743,721
+17,451
12
$9.48M 2.36%
175,407
+9,358
13
$9.46M 2.36%
80,890
-611
14
$6.71M 1.67%
120,208
+2,752
15
$5.56M 1.39%
411,720
+17,640
16
$5.42M 1.35%
185,897
-10,284
17
$4.74M 1.18%
44,048
-475
18
$4.5M 1.12%
130,917
-565
19
$3.67M 0.91%
44,074
-65
20
$1.53M 0.38%
13,206
+35
21
$1.36M 0.34%
12,671
-76
22
$897K 0.22%
20,974
23
$821K 0.2%
19,797
+243
24
$775K 0.19%
4,331
-1,146
25
$629K 0.16%
4,972
1
2