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
$130M
AUM Growth
-$2.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$5.29M
3
+$1.9M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.77M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$980K

Top Sells

1
+$8.6M
2
+$6.32M
3
+$4.45M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.69M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.8M

Sector Composition

1 Healthcare 1.6%
2 Consumer Discretionary 1.43%
3 Industrials 0.93%
4 Financials 0.92%
5 Technology 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$18K 0.01%
282
152
$18K 0.01%
732
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$16K 0.01%
+756
154
$16K 0.01%
+252
155
$15K 0.01%
132
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400
157
$15K 0.01%
162
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$15K 0.01%
283
159
$14K 0.01%
+600
160
$14K 0.01%
250
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+400
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$14K 0.01%
400
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$14K 0.01%
100
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$14K 0.01%
390
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$13K 0.01%
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$13K 0.01%
312
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$12K 0.01%
400
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$12K 0.01%
300
170
$12K 0.01%
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171
$11K 0.01%
+412
172
$9K 0.01%
300
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$9K 0.01%
200
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$8K 0.01%
210
175
$8K 0.01%
200
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