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
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.23M
3
+$824K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$784K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$463K

Top Sells

1
+$1.07M
2
+$190K
3
+$61.3K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$17K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$16.1K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$504K 0.13%
4,972
27
$376K 0.1%
5,008
+45
28
$325K 0.08%
4,874
+42
29
$230K 0.06%
2,209
+185
30
$211K 0.05%
+10,630
31
$201K 0.05%
+1,779
32
– –
-43,926
1
2