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SHJ
Sharkey, Howes & Javer Portfolio holdings
AUM
$828M
1-Year Est. Return
20.38%
This Fund
S&P 500
This Quarter
Est. Return
-1.74%
1 Year Est. Return
+20.38%
3 Year Est. Return
+54.6%
5 Year Est. Return
+50.84%
10 Year Est. Return
+167.37%
AUM
$742M
AUM Growth
-$44.4M
(-5.6%)
Cap. Flow
-$28.6M
Cap. Flow
% of AUM
-3.86%
Top 10 Holdings %
Top 10 Hldgs %
50.05%
Holding
169
New
9
Increased
33
Reduced
93
Closed
16
Top Buys
| 1 |
iShares US Treasury Bond ETF
GOVT
|
+$20.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$12.7M |
| 3 |
BlackRock Large Cap Core ETF
BLCR
|
+$12.2M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$11.4M |
| 5 |
IDEF
iShares Defense Industrials Active ETF
IDEF
|
+$10.8M |
Top Sells
| 1 |
iShares S&P 100 ETF
OEF
|
+$28.3M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$9.37M |
| 3 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$8.97M |
| 4 |
iShares Gold Trust
IAU
|
+$8.01M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$6.19M |
Sector Composition
| 1 | Technology | 0.83% |
| 2 | Industrials | 0.54% |
| 3 | Financials | 0.35% |
| 4 | Energy | 0.15% |
| 5 | Communication Services | 0.12% |
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