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
$611M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$17.8M
2 +$13.2M
3 +$9.77M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$4.25M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$4.18M

Sector Composition

1 Technology 1.07%
2 Financials 0.29%
3 Healthcare 0.22%
4 Consumer Discretionary 0.17%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-11,492
127
-2,321
128
-37,201