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
$214M
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.8M
3
+$9.23M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.89M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.03M

Top Sells

1
+$18.2M
2
+$9.4M
3
+$7.87M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$6.59M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$5.14M

Sector Composition

1 Technology 1.42%
2 Healthcare 0.78%
3 Financials 0.72%
4 Industrials 0.53%
5 Consumer Discretionary 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$26K 0.01%
975
127
$26K 0.01%
301
-3,142
128
$23K 0.01%
125
129
$22K 0.01%
600
130
$21K 0.01%
122
131
$19K 0.01%
162
132
$19K 0.01%
200
-45
133
$18K 0.01%
273
134
$18K 0.01%
670
135
$15K 0.01%
300
136
$15K 0.01%
255
137
$14K 0.01%
100
138
$13K 0.01%
412
139
$13K 0.01%
500
140
$12K 0.01%
100
141
$12K 0.01%
750
142
$11K 0.01%
750
143
$11K 0.01%
817
144
$10K ﹤0.01%
200
145
$10K ﹤0.01%
100
146
$9K ﹤0.01%
104
147
$9K ﹤0.01%
675
148
$9K ﹤0.01%
100
149
$9K ﹤0.01%
150
150
$8K ﹤0.01%
83
4 5
6
7 8