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
$467M
AUM Growth
+$2.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$807K
2
+$704K
3
+$258K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$249K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$197K

Top Sells

1
+$730K
2
+$390K
3
+$249K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$201K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$191K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$474K 0.1%
4,849
+146
27
$419K 0.09%
4,070
+946
28
$401K 0.09%
2,954
+78
29
$374K 0.08%
34,512
30
$371K 0.08%
7,711
-657
31
$361K 0.08%
4,350
-328
32
$325K 0.07%
15,544
+2,990
33
$258K 0.06%
+3,714
34
$206K 0.04%
2,422
35
– –
-18,888
1
2