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
$679M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$4.74M
3
+$3.28M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.6M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.09M

Top Sells

1
+$1.64M
2
+$1.25M
3
+$1.07M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$342K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$335K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$180M 26.55%
421,363
-69
2
$95M 13.98%
1,843,653
+92,070
3
$54.7M 8.04%
138,879
+24,672
4
$53.9M 7.93%
226,964
+8,806
5
$46.9M 6.9%
109,027
+126
6
$32M 4.7%
588,583
+47,784
7
$27.6M 4.07%
840,726
-10,404
8
$26.7M 3.93%
1,352,998
-54,362
9
$23.5M 3.45%
104,159
+14,543
10
$21.6M 3.18%
94,050
+7
11
$20.4M 3%
57,493
+801
12
$20.3M 2.98%
776,286
-12,831
13
$14.3M 2.1%
59,061
-414
14
$13.8M 2.04%
531,096
-62,944
15
$10.3M 1.52%
101,263
-12,320
16
$9.36M 1.38%
118,653
-1,710
17
$7.98M 1.17%
144,735
+248
18
$3.96M 0.58%
25,619
-219
19
$1.98M 0.29%
8,885
-87
20
$1.33M 0.2%
25,503
+11
21
$1.16M 0.17%
7,650
+3,600
22
$1M 0.15%
6,771
+11
23
$963K 0.14%
50,000
+18,000
24
$863K 0.13%
10,794
+6,535
25
$799K 0.12%
2,315
-15
1
2