EHPM
Emery Howard Portfolio Management Portfolio holdings
AUM
$773M
This Quarter Return
+0.69%
1 Year Return
+18.85%
3 Year Return
+66.48%
5 Year Return
+77.35%
10 Year Return
–
AUM
$467M
AUM Growth
+$467M
(+0.55%)
Cap. Flow
+$557K
Cap. Flow
% of AUM
0.12%
Top 10 Holdings %
Top 10 Hldgs %
84.49%
Holding
35
New
1
Increased
19
Reduced
11
Closed
1
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$807K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$704K |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$258K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$249K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$197K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$730K |
| 2 |
iShares Russell 2000 ETF
IWM
|
$390K |
| 3 |
iShares Russell 1000 ETF
IWB
|
$249K |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$201K |
| 5 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$191K |
