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
$366M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$4.36M
3
+$4.02M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.89M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Top Sells

1
+$6.89M
2
+$3.6M
3
+$767K
4
IBB icon
iShares Biotechnology ETF
IBB
+$219K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$215K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$118M 32.4%
618,324
+3,669
2
$52.3M 14.29%
1,466,323
+18,891
3
$28.9M 7.89%
247,365
+5,429
4
$18.1M 4.96%
165,944
+2,504
5
$16.8M 4.6%
87,247
+6,241
6
$16.5M 4.52%
1,208,124
+138,150
7
$16.2M 4.44%
214,841
+7,556
8
$12.5M 3.41%
276,376
-3,852
9
$11.2M 3.06%
554,277
+215,735
10
$11M 3.01%
332,514
-208,281
11
$8.71M 2.38%
81,396
-858
12
$7.72M 2.11%
594,984
+38,481
13
$7.31M 2%
222,972
+193,495
14
$7.3M 2%
260,715
+143,438
15
$6.47M 1.77%
112,944
+5,734
16
$6.1M 1.67%
119,600
-70,542
17
$4.57M 1.25%
44,869
-1,961
18
$3.69M 1.01%
290,716
+39,316
19
$3.43M 0.94%
46,480
+554
20
$1.4M 0.38%
12,945
21
$1.29M 0.35%
13,063
+1
22
$1.07M 0.29%
43,926
-31,390
23
$898K 0.25%
5,525
-70
24
$805K 0.22%
9,347
+83
25
$759K 0.21%
19,302
+217
1
2