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
51
$82K 0.06%
3,080
-89
52
$82K 0.06%
1,100
53
$81K 0.06%
707
-429
54
$80K 0.06%
1,200
55
$78K 0.06%
641
56
$72K 0.05%
1,334
57
$69K 0.05%
2,152
+1,897
58
$68K 0.05%
+850
59
$67K 0.05%
700
60
$65K 0.05%
+800
61
$64K 0.05%
1,383
-844
62
$62K 0.05%
+924
63
$61K 0.05%
642
+80
64
$61K 0.05%
1,250
65
$60K 0.05%
948
-30
66
$59K 0.04%
602
67
$58K 0.04%
571
+391
68
$57K 0.04%
+1,174
69
$54K 0.04%
609
70
$51K 0.04%
435
71
$51K 0.04%
1,312
72
$49K 0.04%
425
73
$49K 0.04%
600
-75
74
$47K 0.04%
+346
75
$47K 0.04%
+3,275
1 2
3
4 5