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
$133M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.11M
3
+$2.86M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.69M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.14M

Top Sells

1
+$20.2M
2
+$7.46M
3
+$2.33M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.77M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.74M

Sector Composition

1 Healthcare 1.58%
2 Consumer Discretionary 1.26%
3 Technology 1.08%
4 Financials 0.98%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
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