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
$130M
AUM Growth
-$2.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$5.29M
3
+$1.9M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.77M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$980K

Top Sells

1
+$8.6M
2
+$6.32M
3
+$4.45M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.69M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.8M

Sector Composition

1 Healthcare 1.6%
2 Consumer Discretionary 1.43%
3 Industrials 0.93%
4 Financials 0.92%
5 Technology 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7K 0.01%
400
177
$7K 0.01%
171
178
$7K 0.01%
150
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$7K 0.01%
106
+53
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$6K ﹤0.01%
300
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$6K ﹤0.01%
+221
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$5K ﹤0.01%
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120
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$5K ﹤0.01%
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$5K ﹤0.01%
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$4K ﹤0.01%
94
-200
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$4K ﹤0.01%
+149
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$4K ﹤0.01%
100
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$4K ﹤0.01%
600
191
$4K ﹤0.01%
+110
192
$4K ﹤0.01%
120
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$4K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
100
-19
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$3K ﹤0.01%
110
-151
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$3K ﹤0.01%
150
199
$3K ﹤0.01%
44
200
$2K ﹤0.01%
74
+1
6 7
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