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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
+6.68%
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
$778M
AUM Growth
+$32.2M
(+4.3%)
Cap. Flow
-$14M
Cap. Flow
% of AUM
-1.8%
Top 10 Holdings %
Top 10 Hldgs %
50.07%
Holding
169
New
15
Increased
52
Reduced
58
Closed
10
Top Buys
| 1 |
iShares S&P 100 ETF
OEF
|
+$12.3M |
| 2 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$9.73M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$6.4M |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$5.62M |
| 5 |
iShares US Aerospace & Defense ETF
ITA
|
+$4.7M |
Top Sells
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
+$11.7M |
| 2 |
iShares Core Universal USD Bond ETF
IUSB
|
+$9.48M |
| 3 |
iShares US Technology ETF
IYW
|
+$9.29M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$7.39M |
| 5 |
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
|
+$5.49M |
Sector Composition
| 1 | Technology | 1.1% |
| 2 | Industrials | 0.52% |
| 3 | Financials | 0.43% |
| 4 | Consumer Discretionary | 0.12% |
| 5 | Healthcare | 0.12% |
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