EHPM

Emery Howard Portfolio Management Portfolio holdings

AUM $773M
1-Year Est. Return 18.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$389M
AUM Growth
+$570K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$946K
3
+$858K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$615K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$543K

Top Sells

1
+$37.1M
2
+$231K
3
+$23.2K
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$10.4K
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.58K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$771K 0.2%
21,052
-620
27
$559K 0.14%
4,972
+173
28
$485K 0.12%
6,457
+49
29
$320K 0.08%
4,754
30
$219K 0.06%
1,779
31
$215K 0.06%
2,698
+13
1
2