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
$258M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$98.9M
2
+$45.8M
3
+$24.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$15.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.4M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$98.9M 38.27%
+616,495
2
$45.8M 17.73%
+1,286,974
3
$24.1M 9.31%
+252,960
4
$15.5M 6%
+159,943
5
$15.4M 5.94%
+395,715
6
$14.5M 5.59%
+210,369
7
$9.73M 3.76%
+60,466
8
$7.69M 2.98%
+85,552
9
$5.66M 2.19%
+98,729
10
$3.84M 1.49%
+122,533
11
$2.03M 0.78%
+30,602
12
$1.97M 0.76%
+27,635
13
$1.68M 0.65%
+123,284
14
$1.46M 0.56%
+28,746
15
$1.38M 0.53%
+11,595
16
$1.19M 0.46%
+12,677
17
$1.17M 0.45%
+7,869
18
$963K 0.37%
+33,381
19
$875K 0.34%
+82,101
20
$777K 0.3%
+20,177
21
$704K 0.27%
+17,644
22
$632K 0.24%
+8,318
23
$525K 0.2%
+14,379
24
$390K 0.15%
+6,090
25
$368K 0.14%
+33,416
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