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
$165M
AUM Growth
+$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$343K
2
+$294K
3
+$207K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$71.1K
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$28.1K

Top Sells

1
+$104K
2
+$103K
3
+$95.2K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$81.6K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$75K

Sector Composition

1 Healthcare 1.1%
2 Consumer Discretionary 0.76%
3 Technology 0.72%
4 Financials 0.68%
5 Consumer Staples 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4K ﹤0.01%
110
177
$4K ﹤0.01%
100
178
$4K ﹤0.01%
100
179
$4K ﹤0.01%
+157
180
$4K ﹤0.01%
120
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$4K ﹤0.01%
300
182
$4K ﹤0.01%
+289
183
$4K ﹤0.01%
219
184
$3K ﹤0.01%
100
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25
-22
186
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187
$3K ﹤0.01%
600
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34
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$3K ﹤0.01%
200
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$2K ﹤0.01%
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192
$2K ﹤0.01%
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$2K ﹤0.01%
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$2K ﹤0.01%
120
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$2K ﹤0.01%
56
197
$2K ﹤0.01%
720
198
$1K ﹤0.01%
5
199
$1K ﹤0.01%
+1
200
$1K ﹤0.01%
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