EHPM
Emery Howard Portfolio Management Portfolio holdings
AUM
$773M
This Quarter Return
+3.29%
1 Year Return
+18.85%
3 Year Return
+66.48%
5 Year Return
+77.35%
10 Year Return
–
AUM
$460M
AUM Growth
+$460M
(+4.2%)
Cap. Flow
+$4.54M
Cap. Flow
% of AUM
0.99%
Top 10 Holdings %
Top 10 Hldgs %
85.06%
Holding
33
New
–
Increased
15
Reduced
14
Closed
–
Top Buys
| 1 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$6.25M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$5.67M |
| 3 |
Schwab International Equity ETF
SCHF
|
$2.81M |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
$2.37M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$812K |
Top Sells
| 1 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
$11.1M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$618K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$586K |
| 4 |
iShares Russell 2000 ETF
IWM
|
$467K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$416K |
