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
$487M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.19M
3
+$978K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$838K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$587K

Top Sells

1
+$194K
2
+$145K
3
+$110K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$102K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$67.9K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$132M 27.15%
454,605
+145
2
$55.7M 11.44%
1,286,543
-4,477
3
$44M 9.03%
2,621,570
+58,346
4
$35.6M 7.31%
216,714
-622
5
$30.9M 6.34%
105,399
+4,180
6
$29.3M 6.02%
1,138,955
+46,292
7
$27.6M 5.67%
341,968
+7,273
8
$23.3M 4.79%
138,424
-143
9
$17.7M 3.63%
915,654
+43,461
10
$16.3M 3.35%
290,632
-2,577
11
$13.5M 2.78%
330,338
+3,741
12
$10.8M 2.21%
66,554
-420
13
$9.99M 2.05%
524,844
+29,064
14
$8.18M 1.68%
120,282
15
$7.82M 1.61%
42,109
-82
16
$6.47M 1.33%
225,751
-3,824
17
$5.39M 1.11%
125,488
18
$2.4M 0.49%
21,667
-537
19
$2.24M 0.46%
13,795
-15
20
$1.03M 0.21%
6,888
-25
21
$981K 0.2%
3,712
-46
22
$850K 0.17%
22,217
+44
23
$530K 0.11%
5,686
+71
24
$505K 0.1%
10,188
25
$484K 0.1%
8,348
+44
1
2