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
$460M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$5.67M
3
+$2.81M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.37M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$812K

Top Sells

1
+$11.1M
2
+$618K
3
+$586K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$467K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$416K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$141M 30.55%
581,621
+3,357
2
$53.4M 11.6%
1,291,714
-8,667
3
$37.8M 8.21%
2,378,134
+176,656
4
$31.9M 6.93%
223,747
-4,109
5
$26.4M 5.74%
1,063,884
+95,385
6
$25.9M 5.62%
310,814
+68,183
7
$25.1M 5.45%
103,148
-9
8
$21M 4.57%
149,246
-3,312
9
$15.8M 3.44%
281,270
+111,130
10
$13.6M 2.96%
333,456
-10,191
11
$13.2M 2.87%
823,338
+29,301
12
$9.55M 2.08%
70,637
-4,565
13
$7.73M 1.68%
118,517
-1,741
14
$7.62M 1.66%
477,020
+23,384
15
$6.91M 1.5%
242,474
-9,166
16
$5.88M 1.28%
42,680
+595
17
$5.1M 1.11%
123,299
+566
18
$3.23M 0.7%
34,894
-4,119
19
$1.83M 0.4%
13,473
+26
20
$1.54M 0.34%
12,416
-159
21
$938K 0.2%
20,974
22
$885K 0.19%
4,149
-182
23
$821K 0.18%
21,556
+211
24
$506K 0.11%
5,445
+46
25
$479K 0.1%
8,132
+42
1
2