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
$468M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$696K
3
+$529K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$459K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$202K

Top Sells

1
+$1.97M
2
+$1.14M
3
+$747K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$662K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$508K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$122M 25.98%
455,598
-7,396
2
$57.5M 12.29%
1,281,970
-6,382
3
$42.8M 9.15%
2,513,108
+112,096
4
$34M 7.26%
219,666
-1,805
5
$30.4M 6.5%
1,089,110
+24,907
6
$27.1M 5.8%
100,901
-2,461
7
$26.8M 5.72%
322,480
+6,378
8
$21.6M 4.61%
141,579
-1,381
9
$17.9M 3.81%
295,060
+7,583
10
$15.2M 3.25%
330,896
-2,795
11
$15M 3.21%
846,432
-1,566
12
$10.3M 2.2%
69,274
-642
13
$8.47M 1.81%
485,600
+760
14
$8.29M 1.77%
117,956
-167
15
$6.81M 1.45%
226,944
-9,398
16
$6.58M 1.41%
42,236
-276
17
$5.89M 1.26%
125,012
+1,841
18
$2.44M 0.52%
23,880
-11,163
19
$2.02M 0.43%
13,669
+70
20
$1.07M 0.23%
4,316
+155
21
$958K 0.2%
6,978
-5,439
22
$885K 0.19%
21,860
+114
23
$518K 0.11%
5,530
+41
24
$493K 0.11%
10,329
-10,645
25
$487K 0.1%
8,230
+56
1
2