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
$165M
AUM Growth
-$78K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.57M
3
+$2.88M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.01M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$574K

Top Sells

1
+$8.29M
2
+$7.27M
3
+$1.83M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.69M
5
STJ
St Jude Medical
STJ
+$134K

Sector Composition

1 Healthcare 0.99%
2 Financials 0.78%
3 Technology 0.73%
4 Consumer Discretionary 0.71%
5 Industrials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$71K 0.04%
8,415
77
$71K 0.04%
447
78
$70K 0.04%
1,250
79
$67K 0.04%
1,346
+1,216
80
$67K 0.04%
647
-30
81
$65K 0.04%
2,301
-64,787
82
$60K 0.04%
1,650
-358
83
$59K 0.04%
1,000
84
$59K 0.04%
931
85
$58K 0.04%
924
86
$58K 0.04%
193
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87
$58K 0.04%
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88
$57K 0.03%
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89
$54K 0.03%
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90
$54K 0.03%
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91
$52K 0.03%
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92
$48K 0.03%
3,275
93
$47K 0.03%
2,850
94
$46K 0.03%
300
95
$44K 0.03%
425
96
$44K 0.03%
600
97
$43K 0.03%
600
98
$43K 0.03%
3,900
99
$42K 0.03%
828
100
$42K 0.03%
750
2 3
4
5 6