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
$165M
AUM Growth
-$78K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.57M
3
+$2.88M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.01M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$574K

Top Sells

1
+$8.29M
2
+$7.27M
3
+$1.83M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.69M
5
STJ
St Jude Medical
STJ
+$134K

Sector Composition

1 Healthcare 0.99%
2 Financials 0.78%
3 Technology 0.73%
4 Consumer Discretionary 0.71%
5 Industrials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$23K 0.01%
125
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261
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225
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$22K 0.01%
862
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$22K 0.01%
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$21K 0.01%
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$20K 0.01%
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$20K 0.01%
558
+1
135
$20K 0.01%
489
136
$19K 0.01%
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$19K 0.01%
250
138
$18K 0.01%
495
+100
139
$18K 0.01%
600
140
$17K 0.01%
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$17K 0.01%
1,400
142
$17K 0.01%
143
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$17K 0.01%
283
144
$17K 0.01%
165
145
$16K 0.01%
100
146
$16K 0.01%
218
147
$15K 0.01%
412
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$15K 0.01%
377
149
$15K 0.01%
388
150
$14K 0.01%
400
4 5
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7 8