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
$214M
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.8M
3
+$9.23M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.89M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.03M

Top Sells

1
+$18.2M
2
+$9.4M
3
+$7.87M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$6.59M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$5.14M

Sector Composition

1 Technology 1.42%
2 Healthcare 0.78%
3 Financials 0.72%
4 Industrials 0.53%
5 Consumer Discretionary 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8K ﹤0.01%
100
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$8K ﹤0.01%
462
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$7K ﹤0.01%
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$7K ﹤0.01%
500
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$6K ﹤0.01%
69
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$6K ﹤0.01%
153
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$6K ﹤0.01%
100
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$6K ﹤0.01%
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$6K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
240
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$5K ﹤0.01%
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$5K ﹤0.01%
20
167
$4K ﹤0.01%
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$4K ﹤0.01%
100
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$4K ﹤0.01%
52
-2,313
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$4K ﹤0.01%
200
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$4K ﹤0.01%
34
172
$3K ﹤0.01%
65
-75
173
$3K ﹤0.01%
69
174
$3K ﹤0.01%
600
175
$3K ﹤0.01%
150
5 6
7
8 9