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
$702M
AUM Growth
+$83.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Sells

1 +$29.6M
2 +$6.96M
3 +$6.77M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$5.37M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$4.78M

Sector Composition

1 Technology 0.99%
2 Industrials 0.51%
3 Financials 0.43%
4 Healthcare 0.29%
5 Consumer Discretionary 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,551
152
-10,035