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
$156M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$27.1M
3
+$20.2M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$13.8M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$13.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 1.21%
2 Consumer Staples 0.86%
3 Industrials 0.75%
4 Technology 0.73%
5 Energy 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$18K 0.01%
+170
152
$18K 0.01%
+1,000
153
$17K 0.01%
+180
154
$17K 0.01%
+250
155
$16K 0.01%
+390
156
$16K 0.01%
+162
157
$16K 0.01%
+600
158
$16K 0.01%
+185
159
$15K 0.01%
+100
160
$15K 0.01%
+200
161
$14K 0.01%
+165
162
$13K 0.01%
+300
163
$12K 0.01%
+827
164
$12K 0.01%
+310
165
$11K 0.01%
+100
166
$11K 0.01%
+312
167
$10K 0.01%
+200
168
$9K 0.01%
+171
169
$9K 0.01%
+210
170
$9K 0.01%
+200
171
$9K 0.01%
+150
172
$9K 0.01%
+221
173
$9K 0.01%
+255
174
$8K 0.01%
+600
175
$8K 0.01%
+300
5 6
7
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