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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
+4.08%
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
$156M
AUM Growth
–
Cap. Flow
+$154M
Cap. Flow %
98.58%
Top 10 Hldgs %
81.57%
Holding
223
New
223
Increased
–
Reduced
–
Closed
–

Top Buys

1
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$28.4M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$27.4M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$20M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$13.4M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$13.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 1.21%
2 Consumer Staples 0.86%
3 Industrials 0.75%
4 Technology 0.73%
5 Energy 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GE icon
51
GE Aerospace
GE
$369B
$148K 0.1%
+1,241
New +$148K
IGSB icon
52
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$146K 0.09%
+2,764
New +$146K
HCR
53
DELISTED
Hi-Crush Inc. Common Stock
HCR
$140K 0.09%
+4,000
New +$140K
IWO icon
54
iShares Russell 2000 Growth ETF
IWO
$15B
$138K 0.09%
+907
New +$132K
GD icon
55
General Dynamics
GD
$99.9B
$136K 0.09%
+1,000
New +$137K
IBND icon
56
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$458M
$128K 0.08%
+4,115
New +$133K
KMB icon
57
Kimberly-Clark
KMB
$35.5B
$122K 0.08%
+1,141
New +$126K
DIS icon
58
Walt Disney
DIS
$166B
$119K 0.08%
+1,136
New +$115K
IWR icon
59
iShares Russell Mid-Cap ETF
IWR
$56.8B
$110K 0.07%
+2,532
New +$108K
QQQ icon
60
Invesco QQQ Trust
QQQ
$482B
$110K 0.07%
+1,045
New +$110K
VEU icon
61
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$110K 0.07%
+2,250
New +$108K
STJ
62
DELISTED
St Jude Medical
STJ
$110K 0.07%
+1,678
New +$112K
VZ icon
63
Verizon
VZ
$177B
$108K 0.07%
+2,227
New +$107K
CSCO icon
64
Cisco
CSCO
$462B
$107K 0.07%
+3,891
New +$110K
TEVA icon
65
Teva Pharmaceuticals
TEVA
$37.1B
$103K 0.07%
+1,650
New +$95.9K
TMO icon
66
Thermo Fisher Scientific
TMO
$198B
$98K 0.06%
+726
New +$93.6K
UPS icon
67
United Parcel Service
UPS
$96.6B
$92K 0.06%
+950
New +$97.5K
LOW icon
68
Lowe's Companies
LOW
$116B
$89K 0.06%
+1,200
New +$86K
SCHH icon
69
Schwab US REIT ETF
SCHH
$11.3B
$89K 0.06%
+4,392
New +$89.7K
GOOG icon
70
Alphabet (Google) Class C
GOOG
$4.36T
$87K 0.06%
+3,169
New +$84.9K
CSX icon
71
CSX Corp
CSX
$92.8B
$86K 0.06%
+7,800
New +$89.7K
MDT icon
72
Medtronic
MDT
$102B
$86K 0.06%
+1,100
New +$83.4K
UNH icon
73
UnitedHealth
UNH
$386B
$76K 0.05%
+641
New +$71.2K
DIA icon
74
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.4B
$74K 0.05%
+418
New +$74.4K
SYK icon
75
Stryker
SYK
$119B
$65K 0.04%
+700
New +$65.2K
1 2
3
4 5

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ECM
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RIA
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WETS
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PP
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CA
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SCM
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AWM
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