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
$388M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.95M
3
+$4.69M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.55M

Top Sells

1
+$1.95M
2
+$911K
3
+$238K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$49.2K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$23.4K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$822K 0.21%
+21,672
27
$545K 0.14%
4,799
+22
28
$499K 0.13%
6,408
+50
29
$325K 0.08%
4,754
-127
30
$215K 0.06%
+2,685
31
$204K 0.05%
+1,779
32
– –
-33,346
1
2