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
$464M
AUM Growth
-$4.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$810K
2
+$794K
3
+$279K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$221K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$175K

Top Sells

1
+$541K
2
+$326K
3
+$234K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$186K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$174K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$119M 25.72%
453,543
-2,055
2
$56.4M 12.16%
1,274,604
-7,366
3
$43.2M 9.3%
2,561,164
+48,056
4
$33.7M 7.26%
218,462
-1,204
5
$31.4M 6.76%
1,093,278
+4,168
6
$27.6M 5.94%
103,893
+2,992
7
$24.5M 5.28%
324,793
+2,313
8
$21.4M 4.61%
140,946
-633
9
$18.1M 3.89%
296,491
+1,431
10
$15.3M 3.3%
325,916
-4,980
11
$15.2M 3.28%
862,266
+15,834
12
$10.1M 2.17%
68,614
-660
13
$8.61M 1.86%
498,384
+12,784
14
$8.18M 1.76%
117,333
-623
15
$6.78M 1.46%
42,329
+93
16
$6.77M 1.46%
227,815
+871
17
$6.04M 1.3%
125,012
18
$2.24M 0.48%
22,158
-1,722
19
$2.01M 0.43%
13,711
+42
20
$1.02M 0.22%
4,212
-104
21
$938K 0.2%
6,912
-66
22
$879K 0.19%
21,971
+111
23
$482K 0.1%
8,260
+30
24
$479K 0.1%
5,564
+34
25
$479K 0.1%
10,188
-141
1
2