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
$480M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$286K
3
+$253K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$227K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$129K

Top Sells

1
+$151K
2
+$94K
3
+$40.4K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$34.8K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$16.1K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$129M 26.78%
455,417
+249
2
$55M 11.44%
1,344,990
+3,152
3
$39.1M 8.13%
2,495,110
+18,256
4
$35.7M 7.43%
222,033
-90
5
$33.1M 6.9%
116,399
+2,534
6
$29.3M 6.11%
1,127,422
+9,711
7
$29.2M 6.08%
335,901
+1,241
8
$18.2M 3.78%
305,096
+1,655
9
$18.2M 3.78%
118,696
-264
10
$16M 3.33%
867,072
+5,913
11
$15.4M 3.2%
361,706
+286
12
$12.4M 2.59%
710,704
+5,616
13
$10.5M 2.19%
66,990
-221
14
$7.78M 1.62%
119,894
+246
15
$7.62M 1.59%
42,404
+218
16
$6.09M 1.27%
200,288
-3,091
17
$5.42M 1.13%
126,252
18
$2.4M 0.5%
21,897
-147
19
$2.13M 0.44%
13,943
20
$1.19M 0.25%
53,352
+256
21
$997K 0.21%
6,890
+1
22
$880K 0.18%
22,404
23
$781K 0.16%
3,015
-583
24
$573K 0.12%
5,789
+32
25
$536K 0.11%
10,188
1
2