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
$467M
AUM Growth
+$2.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$807K
2
+$704K
3
+$258K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$249K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$197K

Top Sells

1
+$730K
2
+$390K
3
+$249K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$201K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$191K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$123M 26.43%
454,460
+917
2
$55.4M 11.87%
1,291,020
+16,416
3
$42.4M 9.08%
2,563,224
+2,060
4
$34.3M 7.34%
217,336
-1,126
5
$28.3M 6.06%
1,092,663
-615
6
$27.6M 5.92%
101,219
-2,674
7
$27.3M 5.84%
334,695
+9,902
8
$22.7M 4.86%
138,567
-2,379
9
$17M 3.65%
293,209
-3,282
10
$16M 3.42%
872,193
+9,927
11
$13.8M 2.95%
326,597
+681
12
$10.2M 2.18%
66,974
-1,640
13
$9.12M 1.95%
495,780
-2,604
14
$8.05M 1.73%
120,282
+2,949
15
$7.24M 1.55%
42,191
-138
16
$6.7M 1.44%
229,575
+1,760
17
$5.44M 1.17%
125,488
+476
18
$2.26M 0.48%
22,204
+46
19
$2.15M 0.46%
13,810
+99
20
$971K 0.21%
6,913
+1
21
$912K 0.2%
3,758
-454
22
$868K 0.19%
22,173
+202
23
$528K 0.11%
5,615
+51
24
$486K 0.1%
8,304
+44
25
$483K 0.1%
10,188
1
2