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
$460M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$5.67M
3
+$2.81M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.37M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$812K

Top Sells

1
+$11.1M
2
+$618K
3
+$586K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$467K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$416K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$426K 0.09%
4,621
27
$413K 0.09%
8,656
-231,597
28
$370K 0.08%
4,729
+35
29
$335K 0.07%
34,806
-114
30
$305K 0.07%
2,879
-363
31
$227K 0.05%
11,004
+64
32
$225K 0.05%
6,756
33
$209K 0.05%
2,517
1
2