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
$424M
AUM Growth
+$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.74M
3
+$1.49M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.36M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$691K

Top Sells

1
+$1.65M
2
+$984K
3
+$272K
4
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$204K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$118K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$556K 0.13%
5,072
+100
27
$501K 0.12%
5,363
+89
28
$416K 0.1%
4,694
-204
29
$353K 0.08%
4,662
-194
30
$330K 0.08%
3,172
-688
31
$309K 0.07%
34,770
+228
32
$224K 0.05%
10,910
+110
33
$205K 0.05%
+2,495
34
– –
-6,496
1
2