SHJ
Sharkey, Howes & Javer Portfolio holdings
AUM
$746M
This Quarter Return
+5.42%
1 Year Return
+11.35%
3 Year Return
+43.58%
5 Year Return
+64.11%
10 Year Return
+123.38%
AUM
$443M
AUM Growth
+$443M
(+14%)
Cap. Flow
+$37.4M
Cap. Flow
% of AUM
8.44%
Top 10 Holdings %
Top 10 Hldgs %
62.12%
Holding
83
New
6
Increased
26
Reduced
29
Closed
2
Top Buys
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$9.32M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$6.89M |
| 3 |
iShares ESG Advanced MSCI USA ETF
USXF
|
$6.17M |
| 4 |
iShares Fallen Angels USD Bond ETF
FALN
|
$5.74M |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$5.4M |
Top Sells
Sector Composition
| 1 | Technology | 1.56% |
| 2 | Healthcare | 0.43% |
| 3 | Consumer Discretionary | 0.34% |
| 4 | Financials | 0.23% |
| 5 | Communication Services | 0.13% |
