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
76
$47K 0.04%
+2,850
77
$46K 0.03%
4,000
78
$45K 0.03%
+924
79
$45K 0.03%
828
80
$45K 0.03%
858
81
$45K 0.03%
5,316
82
$44K 0.03%
3,900
+2,150
83
$43K 0.03%
+379
84
$43K 0.03%
501
85
$43K 0.03%
868
86
$42K 0.03%
+1,053
87
$42K 0.03%
+486
88
$42K 0.03%
1,306
-488
89
$41K 0.03%
+1,432
90
$40K 0.03%
+249
91
$40K 0.03%
+1,219
92
$40K 0.03%
1,317
93
$40K 0.03%
516
+125
94
$40K 0.03%
+745
95
$40K 0.03%
+1,660
96
$39K 0.03%
+1,325
97
$39K 0.03%
+875
98
$39K 0.03%
+2,172
99
$38K 0.03%
746
100
$37K 0.03%
864
2 3
4
5 6