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
$389M
AUM Growth
+$570K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$918K
3
+$824K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$590K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$534K

Top Sells

1
+$36.6M
2
+$233K
3
+$22.7K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$10.2K
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.47K

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