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
$130M
AUM Growth
-$2.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$5.29M
3
+$1.9M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.77M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$980K

Top Sells

1
+$8.6M
2
+$6.32M
3
+$4.45M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.69M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.8M

Sector Composition

1 Healthcare 1.6%
2 Consumer Discretionary 1.43%
3 Industrials 0.93%
4 Financials 0.92%
5 Technology 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$33K 0.03%
+943
127
$32K 0.02%
864
128
$32K 0.02%
640
129
$32K 0.02%
300
130
$32K 0.02%
2,000
131
$32K 0.02%
440
132
$31K 0.02%
1,040
133
$31K 0.02%
972
+187
134
$31K 0.02%
+788
135
$30K 0.02%
530
136
$30K 0.02%
750
137
$29K 0.02%
600
-146
138
$27K 0.02%
1,000
139
$26K 0.02%
1,400
140
$24K 0.02%
975
141
$21K 0.02%
140
142
$21K 0.02%
450
143
$21K 0.02%
200
144
$20K 0.02%
245
145
$20K 0.02%
225
146
$20K 0.02%
3,253
147
$19K 0.01%
268
-64
148
$19K 0.01%
125
149
$19K 0.01%
143
150
$19K 0.01%
600
4 5
6
7 8