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
$346M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$3.2M
3
+$3.14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.79M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.41M

Top Sells

1
+$3.02M
2
+$11.1K
3
+$10.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$123M 35.46%
596,770
+13,566
2
$53M 15.31%
1,398,163
+84,385
3
$30.1M 8.7%
243,566
+4,721
4
$20.4M 5.89%
508,786
+60,275
5
$18.4M 5.31%
153,542
+2,807
6
$15.9M 4.59%
76,815
+6,948
7
$15.3M 4.42%
188,901
+8,709
8
$12.2M 3.52%
254,720
+46,768
9
$9.48M 2.74%
82,663
+708
10
$8.91M 2.58%
616,304
+367,846
11
$6.54M 1.89%
107,537
+1,296
12
$5.13M 1.48%
378,534
+125,997
13
$4.6M 1.33%
153,690
-100,881
14
$4.26M 1.23%
178,171
+131,456
15
$3.49M 1.01%
116,327
+1,560
16
$2.75M 0.8%
199,804
+89,112
17
$2.62M 0.76%
32,281
+1,352
18
$2.21M 0.64%
21,424
+2,556
19
$1.52M 0.44%
13,023
+181
20
$1.16M 0.34%
29,494
+392
21
$1.03M 0.3%
5,785
-61
22
$911K 0.26%
33,346
-405
23
$825K 0.24%
9,076
+143
24
$784K 0.23%
18,863
+135
25
$543K 0.16%
4,777
1
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