EHPM
Emery Howard Portfolio Management Portfolio holdings
AUM
$773M
This Quarter Return
-23.08%
1 Year Return
+18.85%
3 Year Return
+66.48%
5 Year Return
+77.35%
10 Year Return
–
AUM
$409M
AUM Growth
+$409M
(-24%)
Cap. Flow
-$2.63M
Cap. Flow
% of AUM
-0.64%
Top 10 Holdings %
Top 10 Hldgs %
83.89%
Holding
34
New
–
Increased
18
Reduced
9
Closed
3
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$8.31M |
| 2 |
iShares International Developed Real Estate ETF
IFGL
|
$2.49M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.42M |
| 4 |
Invesco QQQ Trust
QQQ
|
$665K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$466K |
Top Sells
| 1 |
Schwab International Equity ETF
SCHF
|
$5.8M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.86M |
| 3 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$2.51M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$1.67M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$755K |
