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
$133M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.11M
3
+$2.86M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.69M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.14M

Top Sells

1
+$20.2M
2
+$7.46M
3
+$2.33M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.77M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.74M

Sector Composition

1 Healthcare 1.58%
2 Consumer Discretionary 1.26%
3 Technology 1.08%
4 Financials 0.98%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$204K 0.15%
2,608
-200
27
$200K 0.15%
2,860
28
$195K 0.15%
3,005
29
$182K 0.14%
2,156
-50
30
$180K 0.14%
+5,736
31
$177K 0.13%
8,415
32
$169K 0.13%
6,281
-1,580
33
$156K 0.12%
1,224
-17
34
$142K 0.11%
1,000
35
$140K 0.11%
+2,134
36
$135K 0.1%
4,299
+184
37
$133K 0.1%
3,850
38
$123K 0.09%
1,678
39
$118K 0.09%
1,116
-25
40
$107K 0.08%
3,892
+1
41
$106K 0.08%
+1,600
42
$98K 0.07%
1,650
43
$94K 0.07%
726
44
$93K 0.07%
722
-775
45
$92K 0.07%
950
46
$90K 0.07%
2,000
+1,000
47
$89K 0.07%
4,922
+530
48
$89K 0.07%
2,179
+1,631
49
$88K 0.07%
+2,091
50
$85K 0.06%
7,800
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