SHJ

Sharkey, Howes & Javer Portfolio holdings

AUM $778M
1-Year Est. Return 12.82%
This Quarter Est. Return
1 Year Est. Return
+12.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
-$78K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.57M
3
+$2.88M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.01M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$574K

Top Sells

1
+$8.29M
2
+$7.27M
3
+$1.83M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.69M
5
STJ
St Jude Medical
STJ
+$134K

Sector Composition

1 Healthcare 0.99%
2 Financials 0.78%
3 Technology 0.73%
4 Consumer Discretionary 0.71%
5 Industrials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-300
227
– –
-150
228
– –
-375
229
– –
-20
230
– –
-1,000
6 7 8 9
10