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
$325M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.28M
3
+$1.13M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$946K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$787K

Top Sells

1
+$1.26M
2
+$101K
3
+$62.1K
4
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$5.26K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$203

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$484K 0.15%
6,288
+51
27
$348K 0.11%
3,421
-2
28
$319K 0.1%
4,810
+34
29
– –
-23,257
1
2