EHPM
Emery Howard Portfolio Management Portfolio holdings
AUM
$773M
This Quarter Return
+2.4%
1 Year Return
+18.85%
3 Year Return
+66.48%
5 Year Return
+77.35%
10 Year Return
–
AUM
$346M
AUM Growth
+$346M
(+9.4%)
Cap. Flow
+$22.8M
Cap. Flow
% of AUM
6.59%
Top 10 Holdings %
Top 10 Hldgs %
88.52%
Holding
28
New
–
Increased
24
Reduced
3
Closed
–
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$5.32M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.2M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$3.14M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$2.79M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.41M |
Top Sells
| 1 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
$3.02M |
| 2 |
SPDR S&P International Small Cap ETF
GWX
|
$11.1K |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$10.9K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Select Dividend ETF
DVY
$20.7B
| $505K | 0.15% |
6,358
+22
| +0.3% | +$1.75K |
|
27
Vanguard Total Stock Market ETF
VTI
$522B
| $476K | 0.14% |
4,491
+1,119
| +33% | +$119K |
|
28
Vanguard High Dividend Yield ETF
VYM
$63.8B
| $336K | 0.1% |
4,881
+38
| +0.8% | +$2.62K |
|