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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
+1.72%
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
$787M
AUM Growth
+$8.67M
(+1.1%)
Cap. Flow
-$3.6M
Cap. Flow
% of AUM
-0.46%
Top 10 Holdings %
Top 10 Hldgs %
51.06%
Holding
167
New
8
Increased
48
Reduced
70
Closed
7
Top Buys
| 1 |
iShares S&P 500 Value ETF
IVE
|
+$13M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$5.86M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$5.45M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$4.85M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$3.08M |
Top Sells
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$13.2M |
| 2 |
iShares Core Universal USD Bond ETF
IUSB
|
+$3.94M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
+$3.93M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.86M |
| 5 |
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
|
+$2.94M |
Sector Composition
| 1 | Technology | 0.98% |
| 2 | Industrials | 0.53% |
| 3 | Financials | 0.44% |
| 4 | Communication Services | 0.14% |
| 5 | Consumer Discretionary | 0.11% |
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