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
$133M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.11M
3
+$2.86M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.69M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.14M

Top Sells

1
+$20.2M
2
+$7.46M
3
+$2.33M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.77M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.74M

Sector Composition

1 Healthcare 1.58%
2 Consumer Discretionary 1.26%
3 Technology 1.08%
4 Financials 0.98%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$37K 0.03%
440
102
$36K 0.03%
+530
103
$36K 0.03%
730
104
$36K 0.03%
1,088
105
$35K 0.03%
+1,227
106
$35K 0.03%
393
107
$34K 0.03%
+833
108
$34K 0.03%
785
+5
109
$34K 0.03%
300
110
$33K 0.02%
640
111
$33K 0.02%
2,000
+1,000
112
$33K 0.02%
+4,500
113
$32K 0.02%
1,040
-125
114
$32K 0.02%
340
115
$32K 0.02%
1,400
116
$30K 0.02%
530
-50
117
$28K 0.02%
+736
118
$28K 0.02%
+332
119
$27K 0.02%
750
120
$26K 0.02%
+1,000
121
$25K 0.02%
450
-40
122
$24K 0.02%
3,253
123
$24K 0.02%
200
124
$24K 0.02%
600
-40
125
$23K 0.02%
975
3 4
5
6 7