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
$388M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.95M
3
+$4.69M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.55M

Top Sells

1
+$1.95M
2
+$911K
3
+$238K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$49.2K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$23.4K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$126M 32.37%
609,101
+12,331
2
$57.1M 14.69%
1,432,550
+34,387
3
$32.1M 8.26%
241,771
-1,795
4
$21.7M 5.59%
531,718
+22,932
5
$20.2M 5.19%
162,180
+8,638
6
$17.2M 4.43%
204,109
+15,208
7
$16.5M 4.26%
79,598
+2,783
8
$15.3M 3.93%
1,009,732
+393,428
9
$13.5M 3.48%
272,147
+17,427
10
$10.3M 2.65%
+182,832
11
$9.53M 2.45%
82,238
-425
12
$7.46M 1.92%
518,946
+140,412
13
$7.43M 1.91%
305,015
+126,844
14
$6.88M 1.77%
107,210
-327
15
$4.96M 1.28%
388,416
+366,992
16
$3.7M 0.95%
45,926
+13,645
17
$3.62M 0.93%
116,639
+312
18
$3.43M 0.88%
238,372
+38,568
19
$2.31M 0.6%
83,342
-70,348
20
$1.6M 0.41%
13,023
21
$1.4M 0.36%
13,063
+8,572
22
$1.18M 0.3%
29,494
23
$1M 0.26%
5,653
-132
24
$869K 0.22%
9,188
+112
25
$824K 0.21%
19,015
+152
1
2