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
$502M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$1.07M
3
+$685K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$602K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$298K

Top Sells

1
+$2.51M
2
+$1.1M
3
+$879K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$690K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$131K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$477K 0.1%
6,113
+53
27
$361K 0.07%
4,466
+38
28
$352K 0.07%
3,012
+6
29
$329K 0.07%
4,037
-186
30
$274K 0.05%
879
+2
31
$255K 0.05%
+1,439
32
$204K 0.04%
+8,547
33
$203K 0.04%
1,501
1
2