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
$300M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$8.56M
2
+$2.43M
3
+$1.26M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$552K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$337K

Top Sells

1
+$1.92M
2
+$1.42M
3
+$1.01M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$826K
5
GLD icon
SPDR Gold Trust
GLD
+$334K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$445K 0.15%
6,237
+96
27
$426K 0.14%
17,304
+7,440
28
$322K 0.11%
3,357
+49
29
$296K 0.1%
4,747
+39
30
– –
-28,746
1
2