SHJ
Sharkey, Howes & Javer Portfolio holdings
AUM
$746M
This Quarter Return
+3.22%
1 Year Return
+11.35%
3 Year Return
+43.58%
5 Year Return
+64.11%
10 Year Return
+123.38%
AUM
$165M
AUM Growth
+$165M
(+3.1%)
Cap. Flow
-$99.3K
Cap. Flow
% of AUM
-0.06%
Top 10 Holdings %
Top 10 Hldgs %
87.68%
Holding
248
New
7
Increased
21
Reduced
23
Closed
15
Top Buys
Top Sells
| 1 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$104K |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$103K |
| 3 |
Schwab US REIT ETF
SCHH
|
$95.2K |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$81.6K |
| 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% |