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
$395M
AUM Growth
+$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$4.1M
3
+$2.19M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$942K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$882K

Top Sells

1
+$6.55M
2
+$3.54M
3
+$2.06M
4
IBB icon
iShares Biotechnology ETF
IBB
+$201K
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$184K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$128M 32.31%
621,377
+1,261
2
$46.5M 11.77%
1,296,364
-182,549
3
$29.9M 7.56%
246,591
-264
4
$25.9M 6.55%
1,910,202
+568,086
5
$18.7M 4.74%
90,568
+1,709
6
$18.7M 4.73%
223,030
+2,993
7
$18.3M 4.62%
165,127
-1,501
8
$16.9M 4.28%
814,828
+197,386
9
$13.8M 3.49%
281,302
-3,754
10
$12.2M 3.08%
352,025
-4,460
11
$9.83M 2.49%
726,270
+69,591
12
$9.3M 2.35%
81,501
+255
13
$8.88M 2.25%
166,049
+40,908
14
$6.71M 1.7%
117,456
-1,444
15
$5.73M 1.45%
196,181
-70,620
16
$5.13M 1.3%
394,080
+67,824
17
$4.86M 1.23%
44,523
-202
18
$4.5M 1.14%
131,482
-103,491
19
$3.59M 0.91%
44,139
+105
20
$1.47M 0.37%
13,171
+36
21
$1.34M 0.34%
12,747
-286
22
$967K 0.24%
5,477
+10
23
$908K 0.23%
9,543
+101
24
$846K 0.21%
20,974
25
$811K 0.21%
19,554
1
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