SHJ
Sharkey, Howes & Javer Portfolio holdings
AUM
$746M
1-Year Return
11.35%
This Quarter Return
-1.56%
1 Year Return
+11.35%
3 Year Return
+43.58%
5 Year Return
+64.11%
10 Year Return
+123.38%
AUM
$177M
AUM Growth
+$5.7M
(+3.3%)
Cap. Flow
+$7.96M
Cap. Flow
% of AUM
4.5%
Top 10 Holdings %
Top 10 Hldgs %
86.41%
Holding
244
New
23
Increased
23
Reduced
20
Closed
13
Top Buys
Top Sells
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
$1.64M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$579K |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$377K |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$264K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$203K |
Sector Composition
| 1 | Technology | 1.43% |
| 2 | Healthcare | 0.97% |
| 3 | Financials | 0.8% |
| 4 | Industrials | 0.63% |
| 5 | Consumer Discretionary | 0.49% |
