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
$389M
AUM Growth
+$570K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$918K
3
+$824K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$590K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$534K

Top Sells

1
+$36.6M
2
+$233K
3
+$22.7K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$10.2K
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.47K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$127M 32.53%
614,655
+5,554
2
$57.4M 14.75%
1,447,432
+14,882
3
$30.8M 7.93%
241,936
+165
4
$22.1M 5.68%
540,795
+9,077
5
$20.4M 5.25%
163,440
+1,260
6
$16.8M 4.32%
81,006
+1,408
7
$16.3M 4.19%
1,069,974
+60,242
8
$15.5M 3.98%
207,285
+3,176
9
$12.8M 3.3%
280,228
+8,081
10
$10.5M 2.71%
190,142
+7,310
11
$9.54M 2.45%
82,254
+16
12
$8.32M 2.14%
338,542
+33,527
13
$7.91M 2.03%
556,503
+37,557
14
$6.81M 1.75%
107,210
15
$5.01M 1.29%
46,830
-341,586
16
$3.61M 0.93%
251,400
+13,028
17
$3.61M 0.93%
45,926
18
$3.49M 0.9%
117,277
+638
19
$2.19M 0.56%
75,316
-8,026
20
$1.57M 0.4%
12,945
-78
21
$1.4M 0.36%
13,062
-1
22
$1.17M 0.3%
29,477
-17
23
$984K 0.25%
5,595
-58
24
$799K 0.21%
19,085
+70
25
$782K 0.2%
9,264
+76
1
2