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
$424M
AUM Growth
+$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.74M
3
+$1.49M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.36M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$691K

Top Sells

1
+$1.65M
2
+$984K
3
+$272K
4
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$204K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$118K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$135M 31.89%
605,034
-7,374
2
$47.9M 11.29%
1,310,522
+37,107
3
$31.5M 7.44%
239,642
-110
4
$28.5M 6.71%
2,056,778
+13,364
5
$22.9M 5.41%
101,972
+8,428
6
$21.7M 5.11%
160,775
+261
7
$19.9M 4.68%
240,560
+7,793
8
$19.6M 4.62%
909,219
+32,045
9
$12.5M 2.96%
350,374
-924
10
$12M 2.82%
255,291
-5,815
11
$11.5M 2.72%
766,455
+2,676
12
$9.44M 2.22%
75,814
-950
13
$8.02M 1.89%
161,736
-19,856
14
$6.94M 1.64%
120,258
+1,153
15
$6.69M 1.58%
254,557
+66,159
16
$6.66M 1.57%
433,528
+13,360
17
$4.99M 1.18%
42,092
-453
18
$4.3M 1.01%
122,749
+1,372
19
$3.75M 0.88%
44,017
+583
20
$1.72M 0.41%
13,344
+76
21
$1.49M 0.35%
+25,864
22
$1.45M 0.34%
12,574
+2
23
$872K 0.21%
20,974
24
$869K 0.2%
4,399
+12
25
$766K 0.18%
21,232
+1,264
1
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