SHJ
Sharkey, Howes & Javer Portfolio holdings
AUM
$746M
This Quarter Return
+4.08%
1 Year Return
+11.35%
3 Year Return
+43.58%
5 Year Return
+64.11%
10 Year Return
+123.38%
AUM
$156M
AUM Growth
–
Cap. Flow
+$156M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
81.57%
Holding
223
New
223
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
$29.6M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$27.1M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$20.2M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$13.8M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$13.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 1.21% |
| 2 | Consumer Staples | 0.86% |
| 3 | Industrials | 0.77% |
| 4 | Technology | 0.73% |
| 5 | Energy | 0.71% |
