SHJ

Sharkey, Howes & Javer Portfolio holdings

AUM $787M
1-Year Est. Return 16.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$1.03M
3
+$828K
4
DELL icon
Dell
DELL
+$144K
5
BRCD
Brocade Communications Systems, Inc. NEW
BRCD
+$70.4K

Top Sells

1
+$4.47M
2
+$4.31M
3
+$3.99M
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$2.21M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.11M

Sector Composition

1 Healthcare 0.94%
2 Technology 0.87%
3 Financials 0.74%
4 Consumer Discretionary 0.73%
5 Industrials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
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