SHJ
Sharkey, Howes & Javer Portfolio holdings
AUM
$746M
1-Year Return
11.35%
This Quarter Return
+4.53%
1 Year Return
+11.35%
3 Year Return
+43.58%
5 Year Return
+64.11%
10 Year Return
+123.38%
AUM
$191M
AUM Growth
+$11M
(+6.1%)
Cap. Flow
+$2.96M
Cap. Flow
% of AUM
1.55%
Top 10 Holdings %
Top 10 Hldgs %
81.55%
Holding
239
New
18
Increased
27
Reduced
26
Closed
3
Top Buys
| 1 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
$2.08M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$1.89M |
| 3 |
iShares Global Tech ETF
IXN
|
$1.75M |
| 4 |
iShares Short Maturity Bond ETF
NEAR
|
$685K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$350K |
Top Sells
Sector Composition
| 1 | Technology | 1.56% |
| 2 | Healthcare | 0.95% |
| 3 | Financials | 0.78% |
| 4 | Industrials | 0.75% |
| 5 | Consumer Discretionary | 0.48% |
