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
$272M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$691K
3
+$375K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$295K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$243K

Top Sells

1
+$2.76M
2
+$803K
3
+$598K
4
IFGL icon
iShares International Developed Real Estate ETF
IFGL
+$474K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$357K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$290K 0.11%
3,308
+41
27
$271K 0.1%
4,708
+68
28
$243K 0.09%
+9,864
29
– –
-13,440
30
– –
-6,385
31
– –
-3,355
1
2