EHPM

Emery Howard Portfolio Management Portfolio holdings

AUM $773M
This Quarter Return
+3.44%
1 Year Return
+18.85%
3 Year Return
+66.48%
5 Year Return
+77.35%
10 Year Return
–
AUM
$487M
AUM Growth
+$487M
Cap. Flow
+$4.81M
Cap. Flow %
0.99%
Top 10 Hldgs %
84.71%
Holding
34
New
–
Increased
13
Reduced
17
Closed
–

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
$1.22M
2
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
$1.19M
3
SCHF icon
Schwab International Equity ETF
SCHF
$978K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
$838K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
$587K

Top Sells

1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$194K
2
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
$145K
3
IFGL icon
iShares International Developed Real Estate ETF
IFGL
$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 Shares
Change % 		Capital Flow
DVY icon
26
iShares Select Dividend ETF
DVY
$20.8B
$473K 0.1%
4,741
-108
-2% -$10.8K
VBR icon
27
Vanguard Small-Cap Value ETF
VBR
$31.4B
$412K 0.08%
2,954
– –
BOND icon
28
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.81B
$400K 0.08%
3,906
-164
-4% -$16.8K
SCHH icon
29
Schwab US REIT ETF
SCHH
$8.37B
$397K 0.08%
9,505
+1,733
+22% +$72.4K
SCHX icon
30
Schwab US Large- Cap ETF
SCHX
$59B
$390K 0.08%
5,607
-145
-3% -$10.1K
VYM icon
31
Vanguard High Dividend Yield ETF
VYM
$64B
$377K 0.08%
4,326
-24
-0.6% -$2.09K
RWO icon
32
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
$345K 0.07%
7,250
-461
-6% -$21.9K
XLK icon
33
Technology Select Sector SPDR Fund
XLK
$83.9B
$235K 0.05%
3,123
-591
-16% -$44.5K
HDV icon
34
iShares Core High Dividend ETF
HDV
$11.7B
$220K 0.05%
2,429
+7
+0.3% +$634
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