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
$464M
AUM Growth
-$4.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$810K
2
+$794K
3
+$279K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$221K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$175K

Top Sells

1
+$541K
2
+$326K
3
+$234K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$186K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$174K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$447K 0.1%
4,703
+38
27
$387K 0.08%
8,368
-607
28
$386K 0.08%
4,678
-35
29
$372K 0.08%
2,876
+13
30
$363K 0.08%
34,512
+324
31
$326K 0.07%
3,124
+582
32
$240K 0.05%
12,554
+1,414
33
$205K 0.04%
2,422
+22
34
$201K 0.04%
18,888
+78
1
2