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
$316M
AUM Growth
-$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$604K
3
+$432K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$385K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$345K

Top Sells

1
+$3.6M
2
+$3.11M
3
+$2.26M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$353K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$213K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$468K 0.15%
6,336
+48
27
$341K 0.11%
3,372
-49
28
$322K 0.1%
4,843
+33
1
2