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
$395M
AUM Growth
+$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$4.1M
3
+$2.19M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$942K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$882K

Top Sells

1
+$6.55M
2
+$3.54M
3
+$2.06M
4
IBB icon
iShares Biotechnology ETF
IBB
+$201K
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$184K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$585K 0.15%
4,972
27
$416K 0.11%
5,094
+86
28
$339K 0.09%
4,907
+33
29
$266K 0.07%
2,525
+316
30
$221K 0.06%
10,684
+54
31
– –
-1,779
1
2