SHJ
Sharkey, Howes & Javer Portfolio holdings
AUM
$746M
This Quarter Return
+6.02%
1 Year Return
+11.35%
3 Year Return
+43.58%
5 Year Return
+64.11%
10 Year Return
+123.38%
AUM
$377M
AUM Growth
+$377M
(+18%)
Cap. Flow
+$37.7M
Cap. Flow
% of AUM
10.01%
Top 10 Holdings %
Top 10 Hldgs %
62.62%
Holding
83
New
6
Increased
29
Reduced
24
Closed
6
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$9.05M |
| 2 |
iShares Global Financials ETF
IXG
|
$7.63M |
| 3 |
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
|
$6.61M |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
$6.51M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
$5.25M |
Top Sells
Sector Composition
| 1 | Technology | 1.49% |
| 2 | Financials | 0.43% |
| 3 | Healthcare | 0.43% |
| 4 | Consumer Discretionary | 0.29% |
| 5 | Energy | 0.13% |
