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
$156M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1 +$29.6M
2 +$27.1M
3 +$20.2M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$13.8M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$13.8M

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
201
$2K ﹤0.01%
+25
202
$2K ﹤0.01%
+87
203
$2K ﹤0.01%
+150
204
$2K ﹤0.01%
+45
205
$1K ﹤0.01%
+20
206
$1K ﹤0.01%
+66
207
$1K ﹤0.01%
+223
208
$1K ﹤0.01%
+61
209
$0 ﹤0.01%
+10
210
$0 ﹤0.01%
+35
211
$0 ﹤0.01%
+5
212
$0 ﹤0.01%
+12
213
$0 ﹤0.01%
+10