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
$189M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$16.2M
3
+$15.7M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$7.7M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$7.52M

Top Sells

1
+$34.7M
2
+$23.5M
3
+$3.02M
4
DVY icon
iShares Select Dividend ETF
DVY
+$349K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$222K

Sector Composition

1 Healthcare 0.84%
2 Technology 0.71%
3 Consumer Discretionary 0.7%
4 Financials 0.68%
5 Industrials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12K 0.01%
462
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$11K 0.01%
+100
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$10K 0.01%
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$10K 0.01%
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$9K ﹤0.01%
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500
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$9K ﹤0.01%
200
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$8K ﹤0.01%
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$8K ﹤0.01%
+254
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$8K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
100
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$6K ﹤0.01%
300
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$6K ﹤0.01%
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$5K ﹤0.01%
289
169
$5K ﹤0.01%
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$5K ﹤0.01%
+220
171
$5K ﹤0.01%
157
172
$5K ﹤0.01%
110
173
$5K ﹤0.01%
120
174
$5K ﹤0.01%
219
175
$5K ﹤0.01%
200
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