SHJ
Sharkey, Howes & Javer Portfolio holdings
AUM
$746M
1-Year Return
11.35%
This Quarter Return
+11.5%
1 Year Return
+11.35%
3 Year Return
+43.58%
5 Year Return
+64.11%
10 Year Return
+123.38%
AUM
$214M
AUM Growth
+$60.9M
(+40%)
Cap. Flow
+$40.4M
Cap. Flow
% of AUM
18.85%
Top 10 Holdings %
Top 10 Hldgs %
63.44%
Holding
237
New
13
Increased
37
Reduced
26
Closed
16
Top Buys
Top Sells
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
$18.2M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$9.4M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$7.87M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$6.59M |
| 5 |
Schwab International Equity ETF
SCHF
|
$5.14M |
Sector Composition
| 1 | Technology | 1.42% |
| 2 | Healthcare | 0.78% |
| 3 | Financials | 0.72% |
| 4 | Industrials | 0.54% |
| 5 | Consumer Discretionary | 0.43% |
