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
$581M
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.86M
3
+$1.48M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$970K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$739K

Top Sells

1
+$3.22M
2
+$820K
3
+$814K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$576K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$387K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$412K 0.07%
4,505
+39
27
$403K 0.07%
4,194
+157
28
$383K 0.07%
+3,000
29
$311K 0.05%
880
+1
30
$267K 0.05%
+5,820
31
$263K 0.05%
9,420
+873
32
$257K 0.04%
1,439
33
$245K 0.04%
1,888
-1,124
34
$243K 0.04%
+1,087
35
$225K 0.04%
+1,580
36
$224K 0.04%
1,481
-20
37
$206K 0.04%
+2,354
38
– –
-32,594
1
2