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
$424M
AUM Growth
-$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.13M
3
+$2.05M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.18M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$747K

Top Sells

1
+$2.61M
2
+$2.05M
3
+$871K
4
IFGL icon
iShares International Developed Real Estate ETF
IFGL
+$605K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$545K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$114M 26.85%
455,168
+563
2
$49.8M 11.75%
1,341,838
+55,295
3
$35.1M 8.29%
2,476,854
-144,716
4
$30.7M 7.24%
222,123
+5,409
5
$28.6M 6.76%
113,865
+8,466
6
$26.3M 6.21%
1,117,711
-21,244
7
$25M 5.89%
334,660
-7,308
8
$15.9M 3.76%
118,960
-19,464
9
$15.9M 3.75%
303,441
+12,809
10
$13.8M 3.25%
361,420
+31,082
11
$13.8M 3.25%
861,159
-54,495
12
$10.7M 2.52%
705,088
+180,244
13
$9.32M 2.2%
67,211
+657
14
$7.03M 1.66%
119,648
-634
15
$6.51M 1.54%
42,186
+77
16
$5.5M 1.3%
203,379
-22,372
17
$4.93M 1.16%
126,252
+764
18
$2.16M 0.51%
22,044
+377
19
$1.84M 0.43%
13,943
+148
20
$1.02M 0.24%
53,096
+34,086
21
$879K 0.21%
6,889
+1
22
$839K 0.2%
3,598
-114
23
$792K 0.19%
22,404
+187
24
$495K 0.12%
5,757
+71
25
$492K 0.12%
8,412
+64
1
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