SHJ
Sharkey, Howes & Javer Portfolio holdings
AUM
$746M
This Quarter Return
-2.21%
1 Year Return
+11.35%
3 Year Return
+43.58%
5 Year Return
+64.11%
10 Year Return
+123.38%
AUM
$133M
AUM Growth
+$133M
(-15%)
Cap. Flow
-$20.8M
Cap. Flow
% of AUM
-15.7%
Top 10 Holdings %
Top 10 Hldgs %
90.02%
Holding
279
New
56
Increased
24
Reduced
32
Closed
85
Top Buys
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$20.2M |
| 2 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
$7.46M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.34M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$1.77M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$1.74M |
Sector Composition
| 1 | Healthcare | 1.58% |
| 2 | Consumer Discretionary | 1.26% |
| 3 | Technology | 1.08% |
| 4 | Industrials | 1% |
| 5 | Financials | 0.98% |
