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
$346M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$3.2M
3
+$3.14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.79M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.41M

Top Sells

1
+$3.02M
2
+$11.1K
3
+$10.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$505K 0.15%
6,358
+22
27
$476K 0.14%
4,491
+1,119
28
$336K 0.1%
4,881
+38
1
2