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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
+2.28%
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
-$78K
(-0.05%)
Cap. Flow
-$2.59M
Cap. Flow
% of AUM
-1.57%
Top 10 Holdings %
Top 10 Hldgs %
87.16%
Holding
250
New
17
Increased
26
Reduced
20
Closed
20
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$5.44M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$3.45M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
+$2.8M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$1.92M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$561K |
Top Sells
| 1 |
Schwab US REIT ETF
SCHH
|
+$8.11M |
| 2 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
+$7.12M |
| 3 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
+$1.75M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.68M |
| 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% |
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