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
$409M
AUM Growth
-$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$2.49M
3
+$1.42M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$665K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$466K

Top Sells

1
+$5.8M
2
+$4.86M
3
+$2.51M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.67M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$755K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$478K 0.12%
10,188
27
$434K 0.11%
6,005
+50
28
$399K 0.1%
39,048
-390
29
$310K 0.08%
4,382
+34
30
$304K 0.07%
4,133
31
$228K 0.06%
2,839
+12
32
– –
-2,319
33
– –
-2,347
34
– –
-826
1
2