SHJ
Sharkey, Howes & Javer Portfolio holdings
AUM
$746M
This Quarter Return
+4.38%
1 Year Return
+11.35%
3 Year Return
+43.58%
5 Year Return
+64.11%
10 Year Return
+123.38%
AUM
$528M
AUM Growth
+$528M
(+13%)
Cap. Flow
+$43M
Cap. Flow
% of AUM
8.15%
Top 10 Holdings %
Top 10 Hldgs %
63.84%
Holding
100
New
7
Increased
39
Reduced
31
Closed
5
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$9.84M |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
$9.4M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$9.25M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$6.13M |
| 5 |
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
|
$6.03M |
Top Sells
Sector Composition
| 1 | Technology | 0.92% |
| 2 | Financials | 0.23% |
| 3 | Healthcare | 0.22% |
| 4 | Consumer Discretionary | 0.16% |
| 5 | Industrials | 0.12% |
