EHPM
Emery Howard Portfolio Management Portfolio holdings
AUM
$773M
This Quarter Return
+4.27%
1 Year Return
+18.85%
3 Year Return
+66.48%
5 Year Return
+77.35%
10 Year Return
–
AUM
$419M
AUM Growth
+$419M
(+4.3%)
Cap. Flow
+$405K
Cap. Flow
% of AUM
0.1%
Top 10 Holdings %
Top 10 Hldgs %
83.01%
Holding
32
New
1
Increased
16
Reduced
13
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$799K |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$696K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$583K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$383K |
| 5 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$347K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.3M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$497K |
| 3 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
$469K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$357K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$253K |
