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
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.23M
3
+$824K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$784K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$463K

Top Sells

1
+$1.07M
2
+$190K
3
+$61.3K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$17K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$16.1K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$126M 32.62%
620,116
+1,792
2
$54.3M 14.01%
1,478,913
+12,590
3
$29.6M 7.65%
246,855
-510
4
$18.8M 4.84%
166,628
+684
5
$18.5M 4.77%
1,342,116
+133,992
6
$18.2M 4.7%
88,859
+1,612
7
$17.5M 4.53%
220,037
+5,196
8
$13.3M 3.44%
285,056
+8,680
9
$12M 3.11%
617,442
+63,165
10
$11.7M 3.01%
356,485
+23,971
11
$9.21M 2.38%
81,246
-150
12
$8.77M 2.26%
656,679
+61,695
13
$7.56M 1.95%
234,973
+12,001
14
$7.44M 1.92%
266,801
+6,086
15
$6.98M 1.8%
118,900
+5,956
16
$6.39M 1.65%
125,141
+5,541
17
$5M 1.29%
44,725
-144
18
$4.25M 1.1%
326,256
+35,540
19
$3.42M 0.88%
44,034
-2,446
20
$1.45M 0.38%
13,135
+190
21
$1.36M 0.35%
13,033
-30
22
$951K 0.25%
5,467
-58
23
$865K 0.22%
9,442
+95
24
$809K 0.21%
20,974
-78
25
$765K 0.2%
19,554
+252
1
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