SHJ

Sharkey, Howes & Javer Portfolio holdings

AUM $787M
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$3.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$958K
3
+$746K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$697K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$561K

Top Sells

1
+$2.31M
2
+$1.93M
3
+$1.03M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$672K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$456K

Sector Composition

1 Technology 1.52%
2 Healthcare 0.89%
3 Financials 0.75%
4 Industrials 0.59%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3K ﹤0.01%
69
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50
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$2K ﹤0.01%
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180
$2K ﹤0.01%
720
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$2K ﹤0.01%
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$2K ﹤0.01%
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$1K ﹤0.01%
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184
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2
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$0 ﹤0.01%
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