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
$156M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$27.1M
3
+$20.2M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$13.8M
5
SCHA icon
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 0.75%
4 Technology 0.73%
5 Energy 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$43K 0.03%
+746
102
$43K 0.03%
+1,198
103
$42K 0.03%
+828
104
$41K 0.03%
+516
105
$41K 0.03%
+501
106
$41K 0.03%
+1,317
107
$41K 0.03%
+492
108
$40K 0.03%
+1,552
109
$40K 0.03%
+730
110
$40K 0.03%
+500
111
$39K 0.03%
+1,088
112
$38K 0.02%
+4,500
113
$38K 0.02%
+780
114
$38K 0.02%
+300
115
$38K 0.02%
+440
116
$38K 0.02%
+361
117
$37K 0.02%
+393
118
$37K 0.02%
+640
119
$37K 0.02%
+134
120
$36K 0.02%
+466
121
$36K 0.02%
+1,165
122
$35K 0.02%
+864
123
$35K 0.02%
+1,400
124
$34K 0.02%
+530
125
$33K 0.02%
+391
3 4
5
6 7