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
$619M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$2.72M
3
+$1.54M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.53M
5
PEJ icon
Invesco Leisure and Entertainment ETF
PEJ
+$1.17M

Top Sells

1
+$16.6M
2
+$787K
3
+$759K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$736K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$685K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$587K 0.09%
6,205
27
$572K 0.09%
+4,050
28
$545K 0.09%
8,768
+24
29
$532K 0.09%
+32,000
30
$472K 0.08%
18,336
+8,916
31
$446K 0.07%
3,912
-282
32
$445K 0.07%
4,397
-108
33
$425K 0.07%
3,000
34
$383K 0.06%
+3,192
35
$368K 0.06%
2,444
+963
36
$327K 0.05%
1,428
+341
37
$316K 0.05%
880
38
$314K 0.05%
+4,259
39
$303K 0.05%
5,820
40
$257K 0.04%
1,551
-29
41
$230K 0.04%
1,439
42
$223K 0.04%
2,354
43
$222K 0.04%
+466
44
$212K 0.03%
+10,000
1
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