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
$442M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.42M
3
+$448K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$435K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$317K

Top Sells

1
+$6.31M
2
+$1.64M
3
+$1.13M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$1.03M
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$708K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$470K 0.11%
8,090
-17,774
27
$421K 0.1%
4,621
-73
28
$365K 0.08%
4,694
+32
29
$341K 0.08%
3,242
+70
30
$327K 0.07%
34,920
+150
31
$223K 0.05%
10,940
+30
32
$213K 0.05%
+6,756
33
$211K 0.05%
2,517
+22
34
– –
-5,072
1
2