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
$272M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$691K
3
+$375K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$295K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$243K

Top Sells

1
+$2.76M
2
+$803K
3
+$598K
4
IFGL icon
iShares International Developed Real Estate ETF
IFGL
+$474K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$357K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$101M 37%
600,061
-16,434
2
$51.1M 18.75%
1,291,030
+4,056
3
$25.1M 9.22%
245,121
-7,839
4
$16.7M 6.13%
156,595
-3,348
5
$16.6M 6.08%
412,930
+17,215
6
$13.9M 5.11%
210,449
+80
7
$10.6M 3.89%
62,684
+2,218
8
$8.02M 2.94%
85,170
-382
9
$6.45M 2.37%
101,092
+2,363
10
$3.63M 1.33%
108,381
-14,152
11
$2.17M 0.8%
31,166
+564
12
$2.06M 0.76%
135,914
+12,630
13
$1.99M 0.73%
53,379
+39,000
14
$1.58M 0.58%
20,058
-7,577
15
$1.54M 0.56%
11,993
+398
16
$1.42M 0.52%
28,746
17
$1.3M 0.48%
12,677
18
$1.24M 0.46%
107,652
+25,551
19
$1.15M 0.42%
7,644
-225
20
$1.1M 0.4%
33,605
+224
21
$833K 0.31%
20,441
+264
22
$754K 0.28%
17,889
+245
23
$625K 0.23%
8,571
+253
24
$586K 0.22%
48,628
+15,212
25
$407K 0.15%
6,141
+51
1
2