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SHJ
Sharkey, Howes & Javer Portfolio holdings
AUM
$828M
1-Year Est. Return
20.38%
This Fund
S&P 500
This Quarter
Est. Return
-3.6%
1 Year Est. Return
+20.38%
3 Year Est. Return
+54.6%
5 Year Est. Return
+50.84%
10 Year Est. Return
+167.37%
AUM
$522M
AUM Growth
-$6.18M
(-1.2%)
Cap. Flow
+$13.1M
Cap. Flow
% of AUM
2.51%
Top 10 Holdings %
Top 10 Hldgs %
59.55%
Holding
118
New
23
Increased
26
Reduced
43
Closed
7
Top Buys
| 1 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$12.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$11.8M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$10.6M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$8.08M |
| 5 |
State Street SPDR MSCI ACWI ex-US ETF
CWI
|
+$7.84M |
Top Sells
| 1 |
iShares US Treasury Bond ETF
GOVT
|
+$11.2M |
| 2 |
Pacer Global Cash Cows Dividend ETF
GCOW
|
+$10.3M |
| 3 |
Global X S&P 500 Quality Dividend ETF
QDIV
|
+$9.22M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$7.88M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$5.53M |
Sector Composition
| 1 | Technology | 1.03% |
| 2 | Financials | 0.28% |
| 3 | Healthcare | 0.2% |
| 4 | Consumer Discretionary | 0.16% |
| 5 | Industrials | 0.15% |
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