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
$299M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$6.82M
3
+$5.76M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.82M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$2.79M

Top Sells

1
+$7.14M
2
+$4.37M
3
+$4.07M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.73M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.93M

Sector Composition

1 Technology 1.63%
2 Healthcare 0.52%
3 Financials 0.47%
4 Consumer Discretionary 0.27%
5 Industrials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-54,870
77
– –
-1,603
78
– –
-27,599
1 2 3
4