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
$493M
AUM Growth
-$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$759K
2
+$484K
3
+$249K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$175K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$126K

Top Sells

1
+$1.39M
2
+$1.14M
3
+$207K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$204K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$104K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$135M 27.43%
455,475
+361
2
$55.2M 11.21%
1,344,826
-5,041
3
$40.9M 8.29%
2,565,158
+47,670
4
$35.8M 7.27%
213,819
-8,300
5
$35.5M 7.21%
118,964
+423
6
$31.4M 6.36%
336,332
-1,117
7
$29.2M 5.92%
1,160,007
+19,257
8
$18.4M 3.74%
314,367
+4,242
9
$17.9M 3.64%
118,495
-20
10
$16.5M 3.34%
874,029
-903
11
$14.6M 2.95%
361,631
+4,354
12
$12.4M 2.52%
713,012
-1,420
13
$9.8M 1.99%
59,585
-6,932
14
$7.94M 1.61%
121,753
+675
15
$7.93M 1.61%
41,985
-332
16
$5.9M 1.2%
198,983
-785
17
$5.17M 1.05%
126,621
18
$2.64M 0.53%
22,041
+47
19
$2.23M 0.45%
14,466
+5
20
$1.28M 0.26%
54,334
+982
21
$1.04M 0.21%
6,891
+1
22
$885K 0.18%
22,404
23
$712K 0.14%
2,643
+10
24
$616K 0.13%
5,889
+49
25
$590K 0.12%
10,188
1
2