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SHJ

Sharkey, Howes & Javer Portfolio holdings

AUM $828M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
+12.91%
1 Year Est. Return
+20.38%
3 Year Est. Return
+54.6%
5 Year Est. Return
+50.84%
10 Year Est. Return
+167.37%
AUM
$828M
AUM Growth
+$85.5M
Cap. Flow
-$1.56M
Cap. Flow %
-0.19%
Top 10 Hldgs %
52.83%
Holding
165
New
12
Increased
40
Reduced
78
Closed
3

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$41.6M
2
IALT
iShares Systematic Alternatives Active ETF
IALT
+$24.3M
3
GGOV
iShares Global Government Bond USD Hedged Active ETF
GGOV
+$15.8M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$9.96M
5
CORO
iShares International Country Rotation Active ETF
CORO
+$9.68M

Top Sells

1
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$23.6M
2
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$13.6M
3
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$13.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.22M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.83M

Sector Composition

1 Technology 0.96%
2 Industrials 0.59%
3 Financials 0.29%
4 Communication Services 0.14%
5 Healthcare 0.12%

No holdings matched the selected filter criteria.

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