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
$494M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$631K
2
+$359K
3
+$350K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$297K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$203K

Top Sells

1
+$188K
2
+$102K
3
+$88.8K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$77K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$28.1K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$133M 26.99%
455,114
-303
2
$56.3M 11.4%
1,349,867
+4,877
3
$40.4M 8.18%
2,517,488
+22,378
4
$37.1M 7.52%
222,119
+86
5
$34.9M 7.07%
118,541
+2,142
6
$29.9M 6.06%
1,140,750
+13,328
7
$29.5M 5.97%
337,449
+1,548
8
$18.4M 3.73%
118,515
-181
9
$18.3M 3.7%
310,125
+5,029
10
$16.6M 3.37%
874,932
+7,860
11
$15.2M 3.08%
357,277
-4,429
12
$12.8M 2.58%
714,432
+3,728
13
$10.8M 2.19%
66,517
-473
14
$7.96M 1.61%
121,078
+1,184
15
$7.9M 1.6%
42,317
-87
16
$5.96M 1.21%
199,768
-520
17
$5.43M 1.1%
126,621
+369
18
$2.53M 0.51%
21,994
+97
19
$2.27M 0.46%
14,461
+518
20
$1.19M 0.24%
53,352
21
$1.03M 0.21%
6,890
22
$868K 0.18%
22,404
23
$700K 0.14%
2,633
-382
24
$577K 0.12%
5,840
+51
25
$561K 0.11%
10,188
1
2