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
$180M
AUM Growth
+$3.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$958K
3
+$746K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$697K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$561K

Top Sells

1
+$2.31M
2
+$1.93M
3
+$1.03M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$672K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$456K

Sector Composition

1 Technology 1.52%
2 Healthcare 0.89%
3 Financials 0.75%
4 Industrials 0.59%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$89K 0.05%
1,792
77
$89K 0.05%
6,707
78
$87K 0.05%
838
79
$86K 0.05%
924
80
$85K 0.05%
1,216
81
$84K 0.05%
8,415
82
$80K 0.04%
940
-20
83
$74K 0.04%
703
84
$74K 0.04%
+274
85
$71K 0.04%
511
86
$69K 0.04%
2,012
87
$68K 0.04%
800
88
$67K 0.04%
638
89
$66K 0.04%
828
90
$66K 0.04%
600
91
$65K 0.04%
1,000
92
$61K 0.03%
425
93
$58K 0.03%
3,000
94
$58K 0.03%
300
95
$57K 0.03%
429
96
$55K 0.03%
264
97
$53K 0.03%
340
98
$51K 0.03%
1,030
-10
99
$49K 0.03%
983
100
$48K 0.03%
460
2 3
4
5 6