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
$468M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$696K
3
+$529K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$459K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$202K

Top Sells

1
+$1.97M
2
+$1.14M
3
+$747K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$662K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$508K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$460K 0.1%
4,665
+73
27
$439K 0.09%
8,975
+553
28
$404K 0.09%
4,713
-50
29
$380K 0.08%
2,863
+32
30
$363K 0.08%
34,188
-1,812
31
$269K 0.06%
2,542
-156
32
$232K 0.05%
11,140
+72
33
$216K 0.05%
2,400
+41
34
$202K 0.04%
+18,810
35
– –
-6,756
1
2