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
$619M
AUM Growth
+$8.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Sells

1 +$44.3M
2 +$10.3M
3 +$9.39M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$7.93M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$3.77M

Sector Composition

1 Technology 1.12%
2 Financials 0.28%
3 Healthcare 0.21%
4 Industrials 0.16%
5 Consumer Discretionary 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-833