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
$537M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.72M
3
+$1.68M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$1.29M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$864K

Top Sells

1
+$270K
2
+$117K
3
+$70.4K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$30K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$24.2K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$148M 27.64%
460,812
+5,337
2
$59.4M 11.07%
1,348,566
+3,740
3
$44.8M 8.35%
2,665,298
+100,140
4
$39.3M 7.33%
121,637
+2,673
5
$37.8M 7.05%
212,304
-1,515
6
$33.5M 6.24%
1,223,527
+63,520
7
$31.7M 5.9%
341,121
+4,789
8
$20.2M 3.77%
122,038
+3,543
9
$19.9M 3.7%
336,148
+21,781
10
$17.7M 3.3%
883,164
+9,135
11
$16M 2.98%
358,992
-2,639
12
$13.5M 2.52%
715,160
+2,148
13
$10.7M 2%
60,235
+650
14
$9.02M 1.68%
42,407
+422
15
$8.96M 1.67%
129,096
+7,343
16
$6.15M 1.15%
203,673
+4,690
17
$5.66M 1.05%
126,081
-540
18
$2.74M 0.51%
21,960
-81
19
$2.39M 0.45%
14,446
-20
20
$1.27M 0.24%
7,736
+845
21
$1.24M 0.23%
54,012
-322
22
$869K 0.16%
22,404
23
$724K 0.13%
2,538
-105
24
$608K 0.11%
5,955
+66
25
$594K 0.11%
10,188
1
2