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
$581M
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.86M
3
+$1.48M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$970K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$739K

Top Sells

1
+$3.22M
2
+$820K
3
+$814K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$576K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$387K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$158M 27.18%
422,405
-8,607
2
$81.2M 13.98%
1,720,498
+39,374
3
$45M 7.75%
217,860
+3,573
4
$41.6M 7.16%
110,809
-2,168
5
$36.7M 6.31%
106,746
+15,151
6
$26.7M 4.59%
532,167
+19,367
7
$26.6M 4.57%
866,374
+7,057
8
$26.1M 4.49%
1,449,224
-45,542
9
$25M 4.3%
294,044
+7,258
10
$18.5M 3.19%
94,403
+64
11
$18.3M 3.15%
804,024
-8,319
12
$16.3M 2.8%
51,858
+4,706
13
$13.8M 2.38%
621,540
-17,384
14
$13.3M 2.29%
62,764
-362
15
$8.78M 1.51%
120,363
+511
16
$7.47M 1.29%
144,487
+463
17
$5.83M 1%
29,953
+2,017
18
$3.14M 0.54%
22,237
+102
19
$1.75M 0.3%
8,967
+979
20
$764K 0.13%
2,497
-94
21
$626K 0.11%
5,533
+32
22
$605K 0.1%
39,900
+156
23
$573K 0.1%
10,188
24
$549K 0.09%
8,744
+49
25
$538K 0.09%
6,205
+92
1
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