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
$316M
AUM Growth
-$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$604K
3
+$432K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$385K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$345K

Top Sells

1
+$3.6M
2
+$3.11M
3
+$2.26M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$353K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$213K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$115M 36.33%
583,204
-18,270
2
$52.2M 16.51%
1,313,778
+10,864
3
$28M 8.86%
238,845
-1,817
4
$18.7M 5.92%
448,511
+3,081
5
$16.5M 5.21%
150,735
-3,232
6
$13.9M 4.38%
69,867
-252
7
$12.9M 4.09%
180,192
-43,218
8
$9.22M 2.92%
207,952
+177,181
9
$9M 2.85%
81,955
-947
10
$8.75M 2.77%
254,571
-65,796
11
$6.81M 2.15%
106,241
+2,489
12
$3.85M 1.22%
248,458
+24,844
13
$3.45M 1.09%
114,767
-4,851
14
$3.26M 1.03%
252,537
+46,836
15
$2.38M 0.75%
30,929
-1,135
16
$1.86M 0.59%
18,868
-120
17
$1.42M 0.45%
110,692
+26,864
18
$1.42M 0.45%
12,842
19
$1.21M 0.38%
29,102
+224
20
$1.19M 0.38%
46,715
+8,406
21
$1.1M 0.35%
33,751
-521
22
$994K 0.31%
5,846
-6
23
$776K 0.25%
18,728
+224
24
$713K 0.23%
8,933
+144
25
$555K 0.18%
4,777
-361
1
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