SHJ
Sharkey, Howes & Javer Portfolio holdings
AUM
$746M
This Quarter Return
+6.68%
1 Year Return
+11.35%
3 Year Return
+43.58%
5 Year Return
+64.11%
10 Year Return
+123.38%
AUM
$263M
AUM Growth
+$263M
(+16%)
Cap. Flow
+$22.7M
Cap. Flow
% of AUM
8.63%
Top 10 Holdings %
Top 10 Hldgs %
62.27%
Holding
71
New
6
Increased
32
Reduced
19
Closed
5
Top Buys
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$4.02M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.67M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$2.58M |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
$2.43M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$2.31M |
Top Sells
Sector Composition
| 1 | Technology | 1.63% |
| 2 | Healthcare | 0.54% |
| 3 | Financials | 0.46% |
| 4 | Consumer Discretionary | 0.3% |
| 5 | Industrials | 0.18% |
