We are live on
!
Find out more
SHJ
Sharkey, Howes & Javer Portfolio holdings
AUM
$828M
1-Year Est. Return
20.38%
This Fund
S&P 500
This Quarter
Est. Return
-6.88%
1 Year Est. Return
+20.38%
3 Year Est. Return
+54.6%
5 Year Est. Return
+50.84%
10 Year Est. Return
+167.37%
AUM
$130M
AUM Growth
-$2.72M
(-2.1%)
Cap. Flow
+$3.39M
Cap. Flow
% of AUM
2.61%
Top 10 Holdings %
Top 10 Hldgs %
80.58%
Holding
244
New
49
Increased
20
Reduced
30
Closed
21
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$15.4M |
| 2 |
State Street SPDR Dow Jones Global Real Estate ETF
RWO
|
+$5.51M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$1.95M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.82M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$1.01M |
Top Sells
| 1 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
+$8.9M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$6.53M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
+$4.57M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
+$2.75M |
| 5 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
+$1.89M |
Sector Composition
| 1 | Healthcare | 1.6% |
| 2 | Consumer Discretionary | 1.43% |
| 3 | Industrials | 0.93% |
| 4 | Financials | 0.92% |
| 5 | Technology | 0.85% |
Similar funds
FSA
ECM
RIA
WETS
PP
CA
SCM
AWM