EHPM
Emery Howard Portfolio Management Portfolio holdings
AUM
$773M
1-Year Return
18.85%
This Quarter Return
+1.11%
1 Year Return
+18.85%
3 Year Return
+66.48%
5 Year Return
+77.35%
10 Year Return
–
AUM
$395M
AUM Growth
+$7.73M
(+2%)
Cap. Flow
+$3.74M
Cap. Flow
% of AUM
0.95%
Top 10 Holdings %
Top 10 Hldgs %
83.13%
Holding
31
New
–
Increased
17
Reduced
10
Closed
1
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$7.7M |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$4.1M |
| 3 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$2.19M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$942K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$882K |
Top Sells
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
SPDR Gold Trust
GLD
$110B
| $585K | 0.15% |
4,972
| – | – |
|
27
iShares Select Dividend ETF
DVY
$20.7B
| $416K | 0.11% |
5,094
+86
| +2% | +$7.02K |
|
28
Vanguard High Dividend Yield ETF
VYM
$63.9B
| $339K | 0.09% |
4,907
+33
| +0.7% | +$2.28K |
|
29
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.81B
| $266K | 0.07% |
2,525
+316
| +14% | +$33.3K |
|
30
Schwab US REIT ETF
SCHH
$8.26B
| $221K | 0.06% |
10,684
+54
| +0.5% | +$1.12K |
|
31
iShares Biotechnology ETF
IBB
$5.67B
| – | – |
-1,779
| Closed | -$201K |
|