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
$442M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.42M
3
+$448K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$435K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$317K

Top Sells

1
+$6.31M
2
+$1.64M
3
+$1.13M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$1.03M
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$708K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$136M 30.87%
578,264
-26,770
2
$51.1M 11.57%
1,300,381
-10,141
3
$32.9M 7.45%
2,201,478
+144,700
4
$31.7M 7.18%
227,856
-11,786
5
$24.5M 5.54%
103,157
+1,185
6
$23.2M 5.26%
968,499
+59,280
7
$21M 4.75%
152,558
-8,217
8
$20M 4.54%
242,631
+2,071
9
$13.7M 3.09%
343,647
-6,727
10
$12.5M 2.84%
794,037
+27,582
11
$11.3M 2.56%
240,253
-15,038
12
$9.87M 2.24%
75,202
-612
13
$9.06M 2.05%
170,140
+8,404
14
$7.49M 1.7%
120,258
15
$7.14M 1.62%
453,636
+20,108
16
$6.91M 1.56%
251,640
-2,917
17
$5.57M 1.26%
42,085
-7
18
$4.83M 1.09%
122,733
-16
19
$3.51M 0.79%
39,013
-5,004
20
$1.79M 0.41%
13,447
+103
21
$1.53M 0.35%
12,575
+1
22
$912K 0.21%
20,974
23
$894K 0.2%
4,331
-68
24
$798K 0.18%
21,345
+113
25
$498K 0.11%
5,399
+36
1
2