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
$679M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$4.74M
3
+$3.28M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.6M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.09M

Top Sells

1
+$1.64M
2
+$1.25M
3
+$1.07M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$342K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$335K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$790K 0.12%
7,119
+44
27
$684K 0.1%
39,498
+120
28
$655K 0.1%
6,246
+41
29
$621K 0.09%
10,188
30
$586K 0.09%
20,531
+2,195
31
$551K 0.08%
8,804
+36
32
$512K 0.08%
3,918
+726
33
$456K 0.07%
3,912
34
$452K 0.07%
3,000
35
$445K 0.07%
4,250
-147
36
$391K 0.06%
2,391
-53
37
$355K 0.05%
1,436
+8
38
$352K 0.05%
883
+3
39
$313K 0.05%
5,825
+5
40
$275K 0.04%
10,000
41
$270K 0.04%
1,557
+6
42
$251K 0.04%
+3,730
43
$238K 0.04%
1,439
44
$229K 0.03%
2,368
+14
45
$229K 0.03%
466
46
$218K 0.03%
+760
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