SHJ
Sharkey, Howes & Javer Portfolio holdings
AUM
$746M
1-Year Return
11.35%
This Quarter Return
+1.19%
1 Year Return
+11.35%
3 Year Return
+43.58%
5 Year Return
+64.11%
10 Year Return
+123.38%
AUM
$232M
AUM Growth
+$11.5M
(+5.2%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
4.53%
Top 10 Holdings %
Top 10 Hldgs %
64.83%
Holding
222
New
6
Increased
21
Reduced
14
Closed
164
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$32.2M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$8.06M |
| 3 |
iShares MBS ETF
MBB
|
$4.66M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.76M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$1.64M |
Top Sells
Sector Composition
| 1 | Technology | 1.22% |
| 2 | Financials | 0.5% |
| 3 | Energy | 0.27% |
| 4 | Healthcare | 0.23% |
| 5 | Consumer Discretionary | 0.21% |
