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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
+4.08%
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
$156M
AUM Growth
–
Cap. Flow
+$154M
Cap. Flow
% of AUM
98.58%
Top 10 Holdings %
Top 10 Hldgs %
81.57%
Holding
223
New
223
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
+$28.4M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$27.4M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$20M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
+$13.4M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
+$13.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 1.21% |
| 2 | Consumer Staples | 0.86% |
| 3 | Industrials | 0.75% |
| 4 | Technology | 0.73% |
| 5 | Energy | 0.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Walmart Inc
WMT
$905B
| $8K | 0.01% |
+300
| New | +$8.51K |
|
177
Avanos Medical
AVNS
$1.17B
| $7K | ﹤0.01% |
+141
| New | +$6.53K |
|
|
CXH
178
DELISTED
MFS Investment Grade Municipal Trust
CXH
| $7K | ﹤0.01% |
+750
| New | +$7.1K |
|
179
eBay
EBAY
$50B
| $6K | ﹤0.01% |
+261
| New | +$6.22K |
|
180
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
| $6K | ﹤0.01% |
+231
| New | +$6.08K |
|
181
KBR
KBR
$4.5B
| $6K | ﹤0.01% |
+400
| New | +$6.5K |
|
182
National Fuel Gas
NFG
$7.59B
| $6K | ﹤0.01% |
+100
| New | +$6.43K |
|
183
Tenaris
TS
$28.4B
| $6K | ﹤0.01% |
+200
| New | +$5.71K |
|
|
MER.PRF
184
DELISTED
MERRILL PF CP TST V 7.28%TOPRS
MER.PRF
| $5K | ﹤0.01% |
+200
| New | +$5.19K |
|
185
Mondelez International
MDLZ
$75.5B
| $4K | ﹤0.01% |
+100
| New | +$3.62K |
|
186
Mitsubishi UFJ Financial
MUFG
$254B
| $4K | ﹤0.01% |
+600
| New | +$3.56K |
|
|
SCHW
187
Charles Schwab
SCHW
$176B
| $4K | ﹤0.01% |
+120
| New | +$3.48K |
|
|
HW
188
DELISTED
Headwaters Inc
HW
| $4K | ﹤0.01% |
+200
| New | +$3.15K |
|
189
Darden Restaurants
DRI
$22.4B
| $3K | ﹤0.01% |
+56
| New | +$3.13K |
|
190
First Solar
FSLR
$23.7B
| $3K | ﹤0.01% |
+50
| New | +$2.57K |
|
191
Marathon Petroleum
MPC
$88.6B
| $3K | ﹤0.01% |
+50
| New | +$2.4K |
|
192
Tapestry
TPR
$27.3B
| $3K | ﹤0.01% |
+67
| New | +$2.67K |
|
193
Travelers Companies
TRV
$71.6B
| $3K | ﹤0.01% |
+25
| New | +$2.67K |
|
194
VF Corp
VFC
$6.54B
| $3K | ﹤0.01% |
+42
| New | +$2.91K |
|
195
Intrepid Potash
IPI
$480M
| $2K | ﹤0.01% |
+20
| New | +$2.63K |
|
196
Kohl's
KSS
$1.86B
| $2K | ﹤0.01% |
+25
| New | +$1.7K |
|
197
Ralph Lauren
RL
$22B
| $2K | ﹤0.01% |
+13
| New | +$1.93K |
|
198
SLB Ltd
SLB
$71.1B
| $2K | ﹤0.01% |
+25
| New | +$2.08K |
|
199
SPX Corp
SPXC
$10.9B
| $2K | ﹤0.01% |
+87
| New | +$1.87K |
|
200
Tesla
TSLA
$1.49T
| $2K | ﹤0.01% |
+150
| New | +$2.02K |
|
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