EHPM
Emery Howard Portfolio Management Portfolio holdings
AUM
$773M
This Quarter Return
+4.44%
1 Year Return
+18.85%
3 Year Return
+66.48%
5 Year Return
+77.35%
10 Year Return
–
AUM
$451M
AUM Growth
+$451M
(-2%)
Cap. Flow
-$29.4M
Cap. Flow
% of AUM
-6.51%
Top 10 Holdings %
Top 10 Hldgs %
83.98%
Holding
34
New
1
Increased
18
Reduced
13
Closed
–
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$439K |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$412K |
| 3 |
Schwab International Equity ETF
SCHF
|
$383K |
| 4 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$369K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$362K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$29.8M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$931K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$335K |
| 4 |
iShares International Developed Real Estate ETF
IFGL
|
$179K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$146K |
