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
$480M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$286K
3
+$253K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$227K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$129K

Top Sells

1
+$151K
2
+$94K
3
+$40.4K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$34.8K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$16.1K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$503K 0.1%
8,443
+31
27
$503K 0.1%
3,904
+981
28
$493K 0.1%
4,669
+39
29
$467K 0.1%
4,757
-66
30
$430K 0.09%
38,190
+2,172
31
$380K 0.08%
4,431
+33
32
$228K 0.05%
2,448
+6
33
$227K 0.05%
+3,074
1
2