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
$258M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$98.9M
2
+$45.8M
3
+$24.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$15.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.4M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$287K 0.11%
+6,385
27
$270K 0.1%
+3,267
28
$262K 0.1%
+4,640
29
$246K 0.1%
+13,440
30
$215K 0.08%
+3,355
1
2