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SHJ
Sharkey, Howes & Javer Portfolio holdings
AUM
$828M
1-Year Est. Return
20.38%
This Fund
S&P 500
This Quarter
Est. Return
+3.22%
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
$165M
AUM Growth
+$4.97M
(+3.1%)
Cap. Flow
-$134K
Cap. Flow
% of AUM
-0.08%
Top 10 Holdings %
Top 10 Hldgs %
87.68%
Holding
248
New
7
Increased
20
Reduced
24
Closed
14
Top Buys
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
+$342K |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$294K |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
+$204K |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$70.7K |
| 5 |
Guidewire Software
GWRE
|
+$28.9K |
Top Sells
| 1 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
+$102K |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$102K |
| 3 |
Schwab US REIT ETF
SCHH
|
+$97.9K |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$80.6K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$72.4K |
Sector Composition
| 1 | Healthcare | 1.1% |
| 2 | Consumer Discretionary | 0.76% |
| 3 | Technology | 0.72% |
| 4 | Financials | 0.68% |
| 5 | Consumer Staples | 0.58% |
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