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
$487M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.19M
3
+$978K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$838K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$587K

Top Sells

1
+$194K
2
+$145K
3
+$110K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$102K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$67.9K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$473K 0.1%
4,741
-108
27
$412K 0.08%
2,954
28
$400K 0.08%
3,906
-164
29
$397K 0.08%
19,010
+3,466
30
$390K 0.08%
33,642
-870
31
$377K 0.08%
4,326
-24
32
$345K 0.07%
7,250
-461
33
$235K 0.05%
3,123
-591
34
$220K 0.05%
2,429
+7
1
2