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
$387M
AUM Growth
+$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$8.03M
3
+$6.46M
4
IXN icon
iShares Global Tech ETF
IXN
+$5.6M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.79M

Top Sells

1
+$8.2M
2
+$4.47M
3
+$3.91M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.43M
5
IXG icon
iShares Global Financials ETF
IXG
+$1.29M

Sector Composition

1 Technology 1.57%
2 Healthcare 0.44%
3 Financials 0.42%
4 Consumer Discretionary 0.32%
5 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$210K 0.05%
1,035
77
$208K 0.05%
+462
78
– –
-3,920
79
– –
-25,800
80
– –
-5,353
81
– –
-3,093
1 2 3
4