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
$156M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$27.1M
3
+$20.2M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$13.8M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$13.8M

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
76
$63K 0.04%
+978
77
$63K 0.04%
+1,334
78
$61K 0.04%
+562
79
$60K 0.04%
+602
80
$60K 0.04%
+3,786
81
$59K 0.04%
+1,794
82
$58K 0.04%
+3,000
83
$57K 0.04%
+274
84
$55K 0.04%
+675
85
$55K 0.04%
+1,250
86
$53K 0.03%
+1,312
87
$53K 0.03%
+609
88
$52K 0.03%
+1,509
89
$51K 0.03%
+328
90
$50K 0.03%
+1,000
91
$49K 0.03%
+4,000
92
$48K 0.03%
+1,191
93
$47K 0.03%
+948
94
$47K 0.03%
+425
95
$45K 0.03%
+5,316
96
$44K 0.03%
+425
97
$44K 0.03%
+858
98
$43K 0.03%
+647
99
$43K 0.03%
+435
100
$43K 0.03%
+868
2 3
4
5 6